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Get your taxes done using TurboTax
Hello
Corporate 401k provider (Fidelity) will be issuing me a 1042-S for 2019 Tax year because they said they did not have a W 9 form on file for me in 2019 (I am a Us Citizen). I Rolled over my former employer's corporate 401k to a personal IRA in 2019.
With it there was also after-tax income that was paid out to me and the reminder was rolled into the IRA. So they are issuing me a 1042-S with codes 2 (Early distribution, exception applies (under age 59½) and G (Direct rollover of a distribution (other than a designated Roth account distribution) to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA. I understand neither are taxable events. How do I complete and reflect all this in Turbo Tax?
January 30, 2020
5:45 PM