@Lauragooch wrote:
Hello,
this is a great resource! Thank you!
to clarify, I’m looking at my completed 1090 now and I see my husband’s rollover in box 4c and nothing in 4d. That’s correct? It initially worried me because I saw this amount right under IRA distributions.
Thank you for your patience:)
Correct. 4c & 4D is for everything that is NOT an IRA. A rollover is not taxable so 4d should be zero of blank with the word ROLLOVER next to it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
