LindaS5247
Employee Tax Expert

After you file

Distribution code G is a direct (trustee to trustee) rollover. You do not pay any tax on it. The gross distribution will be included on Form 1040 line 5a, but nothing will be added to line 5b or 11, which is the taxable amount.  If you printed your return you can check those lines.


In most cases, your 1099-R will show $0.00 as the taxable amount in Box 2a, (unless you rolled over your distribution to a Roth IRA). 


As per Critter-3 you will probably need to file an amended return once your refund is obtained.

 

Click here for information regarding filing an amended return.

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