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I rolled over my 401K to an IRA. It was an indirect rollover and the check was deposited within 60-days. I received a 1099-R but I believe I need to only report in 1040
Where should I enter the 1099-R information since I didn't take the money, I deposited it immediately into a new IRA. My accountant said I should not have received a 1099-R. And online it says I should only report 1040 but I can't find that form. This is not Roth.
‎February 10, 2025
10:21 AM