Anonymous
Not applicable

Retirement tax questions

the 1099 should have had code G in box 7.  this would indicate to the IRS that it was a direct rollover and therefore you never got the money so it should be nontaxable.

 

when doing your return did you complete box 7?.   what code did you use?  

 

 

if the code on the 1099 is other than G post back in this thread

 

if it is, call the IRS at the number in the notice and explain it was a direct rollover so what do they want to show it's nontaxable.