rjs
Level 15
Level 15

Retirement tax questions

What is your question about a rollover? This is a message forum, not live chat. You have to post all the details of your question and wait for someone to respond.


What kind of rollover are you asking about? Is it a rollover from one retirement account to another? Did you already do the rollover, or are you planning to do it? Did you get a Form 1099-R for the rollover? If so, what is the distribution code in box 7 of the 1099-R? What kind of account did the rollover come from? What kind of account did the rollover go into? Be specific about the types of accounts. There are many different types of retirement accounts, often with similar names. Was the money transferred directly from one account to the other, or did you get a check made out to you from the old account, and then deposit it in the new account?


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