- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The distribution was from a Simple IRA where the company was purchased/bought out and they transferred to another company (401K). It was all done internally when the company was purchased.
Box 7 on the 1099R says G and the IRA/SEP/SIMPLE box has an X
No, I entered the 1099R (there are 2 since it was 2 different 'investments'). It shows up on my 1040A under 11A and underneath it states ROLLOVER
Box 7 on the 1099R says G and the IRA/SEP/SIMPLE box has an X
No, I entered the 1099R (there are 2 since it was 2 different 'investments'). It shows up on my 1040A under 11A and underneath it states ROLLOVER
‎June 3, 2019
11:48 AM