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March 7, 2025
Question

401K and ROTH early withdrawal New York State

  • March 7, 2025
  • 1 reply
  • 0 views

HI, I had an early withdrawal out of my fidelity 401K and ROTH, this include a withdrawal from a previous rollover.

I am employed by USFOODS if that makes this question clearer. 

once I enter my 1099-R I get the next page "Where is your distribution from?", this is where I'm stuck. I have 4 1099-R: they have different codes: GB, G, 1B and 1 the last one I opted for "paying taxes at withdrawal".

Do they all go into the same Where is your distribution from? if they do which option is the right option and if they dont where can I get clarification or can someone please post which code goes to which option would be a great help!

 

 

1 reply

jeca0408Author
March 7, 2025

for more context:

GB and G where both Direct Rollover from the previous employer moved into my current employers plan

I also took "hardship 1K" and have not found anything on how to enter this correctly on my turbotax.com