Retirement tax questions

1) When you left employment you had a legal choice to take a distribution OR rollover the 401(k) to an IRA.  Whoever told you otherwise was either uninformed or misunderstood.

2) If your new job offers a 401(k) then nothing in the past will affect that.

3) You enter the 1099-R with the code G in the retirement 1099-R section and that will be a non-taxable rollover.

4) If you took distributions form the rollover IRA in 2018 then by law, you should have received  a separate 1090-R no later then Jan. 31 2019 reporting those distributions.  If not, contact the IRA custodian for a replacement 1099-R.  Those distributions will be taxable income on your 2018 tax return.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**