Hi chrispaul0506, thank you for the question!
I understand in a prior year, 2021, you rolled over your 401k to a Roth IRA. In 2021 you were issued a Form 1099R and reported the rollover on your 2021 tax return.
You do not need to report that rollover again, only on the tax return for the year it took place. When you begin to withdraw the funds, you will be issued a Form 1099R that you will report on your tax return for that tax year.
I hope this information if helpful!
Connie
Hi chrispaul0506, thank you for the question!
I understand in a prior year, 2021, you rolled over your 401k to a Roth IRA. In 2021 you were issued a Form 1099R and reported the rollover on your 2021 tax return.
You do not need to report that rollover again, only on the tax return for the year it took place. When you begin to withdraw the funds, you will be issued a Form 1099R that you will report on your tax return for that tax year.
I hope this information if helpful!
Connie