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Help Understanding 1099-Rs
My wife received two 1099-Rs with two different account numbers (only the last number is different) in 2022 after changing jobs in late 2021 and rolling over her retirement plan from one employer to another. As far as we know, it is just her former 401k being rolled over into her new/current 401k with her new employer.
One has "G" under Number 7 (distribution code) and one has "BG" under distribution code.
I don't have a 401k so I am just not familiar with all of this.
How do I file these? Neither of them have any federal income tax withheld.
Appreciate any help on this.
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March 20, 2023
5:30 PM