dmertz
Level 15

Retirement tax questions

Edward Jones must have issued a Form 1099-R reporting this, otherwise the IRS would have no knowledge of this.

 

Did you receive the Form 1099-R?

Did you enter it into TurboTax as required?

What is the code in box 7 of the Form 1099-R?

Does box 2a show a zero taxable amount?

 

Even if the taxable amount in box 2a was zero and your tax return shows this as a nontaxable rollover, the IRS generally requires an explanation statement affirming that the rollover to the Mass Mutual 401(k) was actually completed since a receiving 401(k) plan provides no reporting to the IRS of receipt of a rollover contribution.