Retirement tax questions


@TroyPetry2020 wrote:

sorry, I only answered 1 question, and you asked a couple others.

It was distribution from 401k and reinvested in IRA because 401k provider didn't accept repayments (former employer).  


Reinvested in an IRA?

That sounds like you had a withdrawal from the 401(k) and rolled the withdrawal over to an IRA.  Then you made a withdrawal from the IRA?  Is this what happened?

Did you receive two Form 1099-R's?  Was the IRA/SEP/SIMPLE box checked on the 1099-R that you received?