dmertz
Level 15

Retirement tax questions

Most code G rollovers are from a qualified retirement plan like a 401(k) to a IRA or to another qualified retirement plan and properly appear on Form 1040 line 4c.  Only a code G Form 1099-R for a rollover from a traditional IRA to a traditional account in a qualified retirement plan would have the IRA/SEP/SIMPLE box marked and would appear on line 4a.

View solution in original post