- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, you do need to report them. IRS has the copies and will be looking for them on your tax return. Please report all 3 forms individually and answer follow up questions. Their rollover will be either automatically reported if code G is listed in box 7 of the form; OR by the answers from the follow up questions. The tax return will show the transactions reported (as they should be) however they will be listed as nontaxable.
- Federal Taxes
- Wages and Income
- Scroll down to Retirement Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R)
‎June 6, 2019
1:59 AM