RobertB4444
Expert Alumni

Retirement tax questions

You can't file this nor should you.  You should have received a 1099-R showing the value of the entire rollover amount in box 1 and the taxable amount (probably zero) in box 2.  Box 5 shows your contributions which are used to reduce the total amount in box 1 so that the amount in box 2 is less.  If it is zero there is no reducing it and no purpose to the box five amount.  

 

If this is indeed the form that they filed with the IRS then you can ignore it - it is informational.  If they are intending this to be the 1099-R for the rollover then they should issue you a corrected form.

 

@jdouc71 

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