- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@ari444 If this was a direct 401(k) to Roth IRA rollover/conversion and you never say the money then the 1099-R should have a code G in box 7, the amount of rollover in box 1 and 2a unless the 401(k) contained after-tax money that is not taxable, then that would be in box 5 which reduces the box 2a amount by the box 5 amount. The IRA/SEP/SIMPLE box is never checked for a 401(k).
**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.**
‎October 1, 2019
9:21 PM