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Retirement tax questions
@debroq - If your 1099-R has a code "G" in box 7 for a direct 401(k) to Traditional IRA rollover, then it is automatically a rollover. The only question that need to be asked it it was converted to a Roth - if not then is is a Traditional IRA rollover and you should see it on line 16a of the 1040 form as explained above.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 7, 2019
3:10 PM