mattschwartz89
Returning Member

Retirement tax questions

Right, I've received two Forms 1099-R for the direct trustee-to-trustee rollover of each of the Roth and Traditional portions of my 401(k). To clarify, I am inquiring which form these two Forms 1099-R should be reported on as part of my return. Would it be directly and only on Form 1040? Or would it be reported on a supplemental form like Form 8606? Thanks.