dmertz
Level 15

Retirement tax questions

If the In-plan Roth Rollover occurred in 2018, your 401(k) plan is required to have issued to you a 2018 Form 1099-R reporting this.  It must have code G in box 7.

If you don't have the Form 1099-R from the plan, contact them to obtain the missing form.  Don't try to complete the 1099-R entry without it.  (If you haven't received the Form 1099-R, it might be because the transaction did not occur until 2019, in which case it's 2019 income, not 2018 income.)

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