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April 6, 2021
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What to do with the 1099-R if I didn't distrubute my 401K when I rolled it over to IRA

  • April 6, 2021
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what to do with the 1099-R if I didn't distrubute my 401K when I rolled it over to IRA
    Best answer by CatinaT1

    You will still enter this.  It is not taxable, but it is reportable.  Your 1099-R should have a code G in box 7 that indicates it is a rollover.

    1 reply

    CatinaT1
    CatinaT1Answer
    April 6, 2021

    You will still enter this.  It is not taxable, but it is reportable.  Your 1099-R should have a code G in box 7 that indicates it is a rollover.

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