- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
you will need to enter this as two separate 1099R's one for the amount of the partial withdrawal and a code of 2, and the other for the rollover Code G.
A distribution paid to you is required to be reported on an Form 1099-R (code 2) separate from the Form 1099-R reporting the direct rollover (code G).
Also, a code G Form 1099-R can never have tax withholding shown in box 4 since tax withholding is an amount not rolled over.
A distribution paid to you is required to be reported on an Form 1099-R (code 2) separate from the Form 1099-R reporting the direct rollover (code G).
Also, a code G Form 1099-R can never have tax withholding shown in box 4 since tax withholding is an amount not rolled over.
‎June 1, 2019
1:38 PM