- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
No you entered it correctly (You have to enter both 1099-Rs). Because there were actually 2 separate rollovers, they both need to be reported. This will be a non-taxable event but the IRS will still want you to report both transactions (rollovers) on your tax return so that they can match out your 1099-Rs. This is no indication to the IRS of how much money you have in your 401(k) so reporting double what you have will be a non-issue.
‎June 4, 2019
12:33 PM
25,105 Views