TPA Bob Posted March 31, 2014 Posted March 31, 2014 I am unable to find any guidance on how an in-plan roth transfer is reported to the IRS. Anyone have any thoughts? Thanks.
Lou S. Posted March 31, 2014 Posted March 31, 2014 Box 1 is gross amont Box 2 is taxable (usually same as box 1 unless there are after tax contributions being converted) Box 7 Code is G See instructions to Form 1099-R for additional details.
TPA Bob Posted March 31, 2014 Author Posted March 31, 2014 Thanks. I now see the reference to IRR in box 7 code G - In plan Roth Rollover. Long day.
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