Questions Regarding 1099-R Documents

Forum|Forum|11 months ago
April 6, 2025
1 reply
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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?

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SharonD007

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

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curious_boulderAuthor

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.