Reply To: Received 1099-R’s, one of them with Code G

Home Fairmark Forum Retirement Savings and Benefits Received 1099-R’s, one of them with Code G Reply To: Received 1099-R’s, one of them with Code G

#5191
Sasha
Participant

Alan,

Awesome! Thank you for your clear answers <clapping my hands>.

Lazy me, I was so focused on reading and re-reading wording on Lines 4a and 4b about the 401k rollover that it didn’t dawn to read further. Actually, somebody had the same question about the 401k Rollover on TT forum and the answer was that such rollover will be handled on 4a and 4b lines. Luckily I asked my questions here!!

Yes, I’m familiar with 8606 forms. That’s the reason I rolled my 401k to my new employer’s plan because rolling it to an IRA would have prevented us from performing a backdoor Roth IRA in 2019 or later so we are good.

Well, if no other surprises from brokerages I should be ready to start tax filing quite soon!