Retirement tax questions

Don't amend unless the IRS instructs you to amend.     Just answer the letter.

 

You can only report a rollover if you have a 1099-R and you only get a 1099-R if you took a distribution so what happened to the money reported on the 1099-R?    

 

What code was in box 7?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**