dmertz
Level 15

Retirement tax questions

It's not clear what you think needs to be corrected.  Any distribution from a 401(k) is considered to be income reportable of Form 1099-R  What you did with funds determines whether it's taxable or nontaxable income.  If you rolled pre-tax funds from a traditional 401(k) account to a Roth IRA, that would be taxable income.  If done by direct rollover, it would be reported on Form 1099-R with code G in box 7, the gross amount in box 1, the taxable amount in box 2a and the nontaxable amount, if any, in box 5.