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1099-R Filing Question
Hi,
I had a Solo 401K associated to a S-corporation that was dissolved in 2021 and the Solo 401K was rolled over into a personal Traditional IRA.
My question is with do I need to file a written 1099-R from the S-Corporation in addition to the 1099-R form that I can fill out with the TurboTax Home and Business software that I'm using for my individual return?
The reason I ask this is because in Turbo Tax Home and Business when I create the 1099-R form I see a check box "Source From 1099-R" -- and to me that implies I really need to file the 1099-R somewhere else as well.
Thanks,
Neil
Topics:
‎January 6, 2022
3:03 PM