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New Member
posted Mar 28, 2021 2:25:04 PM

I did a direct rollover from an IRA (Brighthouse Insurance Company) to do a reinvest of service credit to CALPERS. Don't I have to report this?

I did a direct rollover from an IRA to the state retirement system?  Is this supposed to be reported in 2020 tax return?

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1 Replies
Expert Alumni
Mar 28, 2021 3:15:49 PM

Yes, if you received a 1099-R, you must include it, even if it has Code G for rollover.