- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
1099-R for 401K to Roth Ira
Hi, I recently left a job and had my 401k rolled over to my Roth IRA. When I got my 1099R, it has the full amount listed in the Gross Distribution, Total distribution box checked, and code G. and nothing else. I know something is wrong here because I expected to pay taxes on the full amount since it went into my Roth. What else is supposed to be checked / entered on my 1099R?
‎January 27, 2025
2:16 PM