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Retirement tax questions
How did you do the rollovers? Was it a direct transfer or did you get a check? Did they take any withholding out? I can't tell if you got a 1099R or not. If you did what is the code in box 7?
If you got a 1099R it should show up on 1040 line 4a and 0 on 4b with the word ROLLOVER by it. You might eventually get a form 5498 from the receiving account to show they got it but that is not entered on your return.
March 1, 2021
3:04 PM