qbteachmt
Level 15
01-26-2022
11:37 AM
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Code G is not always nontaxable, just because it is direct. You have to confirm there was no conversion involved. And you stated: "I think she only had one rollover." An employer that provides for Roth 401(k) will put the match into the 401(k), which makes 2 accounts to roll, and that means confirming they went their separate ways.
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Don't yell at us; we're volunteers