HI,
I recently received a 1099-R after I had already filed by taxes. Following are the details on this 1099-R :
- Box 1 has a gross distribution amount
- Box 2a has been left BLANK.
- Box 2b is NOT checked.
- There is an amount in box 5 that is about 10% less than the gross distribution amount in Box 1.
- The distribution code in box 7 is BG.
This was a rollover from my previous employer's ROTH 401K to my current employer's ROTH 401K account. Should I have reported this in my tax return? Was any portion of this distribution taxable?
