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Yes, the 401K 1099R is showing on line 5 with the word Rollover by 5b.
No, I did not fix the 1099R for the distribution and put the X in the little IRA box between boxes 7&8 because I do not want to alter a form received from a financial institution. Plus, while I initially said that this involves an IRA from a deceased relative rolling over into an inherited IRA, it was actually a 401k that the relative had that rolled over into an inherited IRA. Since the little box is labeled IRA/SEP/Simple it does not seem appropriate to have it checked in this case.
‎October 10, 2025
9:39 AM