dmertz
Level 15

Retirement tax questions

See the instructions for lines 16a and 16b of Form 1040 (or lines 12a and 12b of Form 1040A).  Include the amount from box 2a of this Form 1099-R on line 16b (or 12b).  If the taxable amount on line 16b (or 12b) is less than the total gross amount on all of your Forms 1099-R reportable on line 16 (or 12), show on line 16a (or 12a) the total gross amount of all of the box 1 amounts reportable on line 16 (or 12), otherwise leave line 16a (or line 12a) blank.  Include the word ROLLOVER next to line 16 (or 12).

<a rel="nofollow" target="_blank" href="https://www.irs.gov/instructions/i1040gi/ar01.html#d0e3371">https://www.irs.gov/instructions/i1040gi...>

Nothing else is needed.  Form 8606 only applies to IRAs.