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Robertp35
Level 1

401K rollover

I did a trustee to trustee rollover of my 401k and I still received a form 1099r do I need to report it? 

box 2a is zero

box 4 is zero

box 7 is G

posted
‎April 15, 2023 4:40 PM
last updated ‎April 15, 2023 4:40 PM
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dmertz
Level 15

401K rollover

Yes, this nontaxable income must be reported.  It will appear on line 5a of Form 1040 but will be excluded from the taxable amount on line 5b.

‎April 15, 2023 5:11 PM
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