topic Questions Regarding 1099-R Documents in Retirement tax questions

Questions Regarding 1099-R Documents

curious_boulder — Sun, 06 Apr 2025 21:41:30 GMT

I received two 1099-R documents, one with distribution code G and another with distribution code H. The distribution code G document is associated with a rollover from a 401(k) to a Rollover IRA. The distribution code H document is associated with a rollover from a Roth 401(k) to a Roth IRA. For both documents, I answered the following question as shown below:

Clicking on the "Learn more" link yields the following information:

For just the code G document, I answered the following questions as shown below:

Did I answer all the questions correctly?

Re: Questions Regarding 1099-R Documents

SharonD007 — Sun, 06 Apr 2025 21:47:28 GMT

Yes, you answered the questions correctly for your 1099-R distribution with Code G.

Re: Questions Regarding 1099-R Documents

curious_boulder — Mon, 07 Apr 2025 01:04:22 GMT

Hi SharonD007,

Thank you for taking the time to reply. Just to clarify, I answered the question correctly for the 1099-R distribution with Code H as well, right? The below question was answered as shown for the Code H and Code G distributions.

Re: Questions Regarding 1099-R Documents

MarilynG1 — Thu, 10 Apr 2025 01:40:29 GMT

Yes, you answered the question correctly for your 1099-R with Code H as well. Here's more info on Box 7 Codes on Form 1099-R.

I'm glad to see you are stepping through the follow-up questions carefully after entering your 1099-R.

More detailed info on 1099-R for Pensions, Annuities, Retirement.

@curious_boulder

Re: Questions Regarding 1099-R Documents

curious_boulder — Sun, 13 Apr 2025 20:45:53 GMT

@MarilynG1,

Thank you for the confirmation!