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. What do I select?

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


When I select General rule my refund increases, but when I select blank/none of the above I owe money to NJ. I don't want to mess this up. Also when I select General rule it's asking me for the values below. Where do I find this information? This was a one time rollover that happened in 2020 from a portion of my 401k to a ROTH IRA. The entire amount should be taxable. 


Part D ' General Rule Method

1 Contributions made to the plan: 
Expected return on contract (total sum of distributions - past, present, future):