Indieblue
New Member

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