Form 1099-R box 7 code H indicates a direct rollover of a designated Roth distribution to a Roth IRA, which is generally not taxable. However, if the payer includes the amount as taxable income, verify the rollover was completed properly and reported correctly. Specialities include: Business and Finance Homework, Capital Gains and Losses, Essays, Finance, Financial Software, Multiple Problems, Single Problem, Tax Welcome to Just Answer! I appreciate the opportunity to assist you and will do my best to help. When I right click to go to the source of that calculation, the popup lists the correct amount, but the number on the form is wrong. This is not to be used for. When you receive a Form 1099-R for a retirement or pension distribution, you'll notice that Box 7 contains a distribution code. These distribution codes are essential for understanding how your distribution will be taxed and if there are any additional penalties. This makes fixing problems faster and keeps you safe.