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griggio104
Level 1
January 28, 2023
Solved

I received a 1099-r form from previous 401k. I don’t seem to have anything taxable as all I did was transfer from one company to another. Do I have to submit this form?

  • January 28, 2023
  • 1 reply
  • 28 views
I already sent my taxes to the IRS, as I didn’t know I was going to be receiving any other forms.
Best answer by AnnetteB6

As long as your Form 1099-R shows a distribution code 'G' in box 7, then you should not need to file an amended tax return.

 

Reporting the transfer of funds from one 401k to another would not change your previously filed tax return.  As long as no portion of the money was actually distributed to you, you should just keep the Form 1099-R with your records in the event that the IRS has any questions.  

1 reply

AnnetteB6Answer
Level 15
January 30, 2023

As long as your Form 1099-R shows a distribution code 'G' in box 7, then you should not need to file an amended tax return.

 

Reporting the transfer of funds from one 401k to another would not change your previously filed tax return.  As long as no portion of the money was actually distributed to you, you should just keep the Form 1099-R with your records in the event that the IRS has any questions.  

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