- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You need to have two 1099-Rs to report the disability withdrawal from your retirement account. If the rollover was made to the same account that it was withdrawn from, that organization can issue a 1099-R with code 3 in Box 7 to indicate the amount that was withdrawn from your account, and another 1099-R with code G to show the amount that was rolled over into your account.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 13, 2023
4:55 PM