dmertz
Level 15

Retirement tax questions

Nirudo:

 

  1. Does your 2018 Form 1040 show a nonzero amount on line 4b?
  2. Is the word ROLLOVER shown next to line 4b?
  3. What is the year of the Form 1099-R reporting the distribution from the 401(k)?
  4. Does box 2a of this Form 1099-R show $0?
  5. What is the code in box 7 of this Form 1099-R?
  6. Is the IRA/SEP/SIMPLE box marked on this form?