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Did a rollover from 401k to another 401K. Got a 1099-R from both. Do I report both?
There are two 1099-R forms. Do I report both?
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June 6, 2019
4:11 AM
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Retirement tax questions
Yes, enter both 1099-Rs, paying close attention to the box 7 distribution codes.
A 1099-R shouldn't be generated be the receiving 401k, unless those funds were withdrawn or rolled over again.
June 6, 2019
4:11 AM