hakimjoe
New Member

I am completing the 1099-R section and it's asking me "Where is your distribution from?" It's a 401k to ROTH IRA rollover. Do I select General Rule? Or none of the above?

Here are the options:

Military pension or survivor's benefits
Disability benefits (under age 65 only)
Three-year rule pension or 401(k) benefits
General rule pension or 401(k) benefits
None of the above