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  1. AdKu
    How to report Direct Rollover from Designated Roth Account from 401(k) Plan to Roth IRA on Form 1099R? I search this forum to see if similar question has been raised but I didn't find direct answer I was hoping for. I also spend some time reading the reg. & the code that deals with Designated Roth Account with no concrete satisfactory result. https://www.law.cornell.edu/cfr/text/26/1.402A-1 https://www.irs.gov/retirement-plans/retirement-plans-faqs-on-designated-roth-accounts According to the 'instructions for Forms 1099-R and 5498(2017)' page 5, I need to enter the designated Roth account amount rolled over in box 1, 0 (zero) in box 2a, and Code H in box 7. https://www.irs.gov/pub/irs-pdf/i1099r.pdf I don't feel this will be satisfactory to inform the investment firm that will be receiving the designated Roth account distribution about the basis. Can someone help me how they will report on 1099R Direct Rollover from Designated Roth Account of 401(k) Plan to Roth IRA?
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