- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I had a 401k rollover into another plan but I can’t proceed because it is looking for how much I received, which was zero.
Topics:
April 13, 2020
1:06 PM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If there is a Code G, you don't have to do anything else. It is not taxable. If you took the money and rolled it over, you will encounter a question in the interview section asking what you did with the money. If your returned to to another retirement account within 60 days, indicate that on the screen.
April 13, 2020
1:25 PM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Enter the Form 1099-R exactly as received. Do not make any modifications to the amounts in any of the boxes.
April 13, 2020
2:59 PM