ColeenD3
Expert Alumni

Retirement tax questions

SSA-1099 has no provision for a rollover. It tells you your Social Security benefit for the year. If you have a Form 109-R, with a pension or IRA, those funds are able to be rolled over, but the 1099R itself, will not tell you that.

 

The exception is if there is Code G in Box 7. That will indicate a trustee to trustee rollover.