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Do I need to report Substitute form 1099-R?
I changed job in late 2020 and rolled over my 401K plan money from previous employer into the new 401K plan offered by my new employer.
I received a "2020 Form 1099-R (OMB No. 1545-0119)". Do I need to report it? Or is it just record for me to keep?
Even if it was a Non-taxable, but it is counted toward my total income ..........does it affect/lower the amount of federal refund I should get??
And, my box 9a is 0% but turbo tax software does not let me type "0". Will it be fixed?
‎February 27, 2021
9:02 AM