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A Roth rollover into another roth account is being classified as a pension or annuity distribution

I rolled money from 1 Roth account into a a different Roth account. This rollover is being classified as a pension or annuity distribution. This seems to be an error in classification. On the 1099R form it is classified as an "H" rollover. Why is it classifying it this way?

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DavidD66
Expert Alumni

A Roth rollover into another roth account is being classified as a pension or annuity distribution

Box H indicates a direct rollover of a designated Roth account distribution to a Roth IRA. Because a Designated Roth Account is an employer sponsored qualified retirement plan, it shows up on the 1040 as a pension or annuity distribution.  

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DavidD66
Expert Alumni

A Roth rollover into another roth account is being classified as a pension or annuity distribution

Box H indicates a direct rollover of a designated Roth account distribution to a Roth IRA. Because a Designated Roth Account is an employer sponsored qualified retirement plan, it shows up on the 1040 as a pension or annuity distribution.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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