dmertz
Level 15

Retirement tax questions

Are you sure that the rollover was from a 401(k) and not from a traditional IRA such as a SEP or SIMPLE IRA employer plan?  Is the IRA/SEP/SIMPLE box marked?  A rollover from a traditional IRA to a Roth IRA trustee-to-trustee would properly have code 2 in box 7 and the IRA/SEP/SIMPLE box marked.