dmertz
Level 15

Retirement tax questions

The IRS Automated UnderReporter system likely would have flagged your tax return if you failed to include these Forms 1099-R when preparing your tax return.  However, with all of the rollovers being nontaxable, there should be no change in your tax liability.  The IRS might ask you to provide an explanation to substantiate that these nontaxable rollovers were completed properly.