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Retirement tax questions
I deleted that 1099R but ROLLOVER did not disappear. I have 2 other 1099R forms. I transferred my 403b and Roth 403b from my former employer to another institution. There is no taxable amount for both; Box 2a is zero. The 1099R For the 403b has code G for Box 7. The 1099R for the Roth has code H for Box 7. I don’t think that these two would trigger a ROLLOVER in the 1040.
April 12, 2025
12:15 PM