reagan3
New Member

Is a direct rollover from a 401K to an IRA taxable?

I am amending my return, which showed a refund because I found a missing 1099-R. The 1099-R is for a direct rollover from my 401K to my investment IRA. On the form, box 7 has a "G" in it, and box 2a says $0 for taxable amount. However, when I finish amending my return, my refund disappears. I hesitate to do anything, now, because it shouldn't have effected my refund. Can anyone tell me what's going on?