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Yes, you do need to report them. IRS has the copies and will be looking for them on your tax return. Please report all 3 forms individually and answer follow up questions. Their rollover will be either automatically reported if code G is listed in box 7 of the form; OR by the answers from the follow up questions. The tax return will show the transactions reported (as they should be) however they will be listed as nontaxable.
Yes, you do need to report them. IRS has the copies and will be looking for them on your tax return. Please report all 3 forms individually and answer follow up questions. Their rollover will be either automatically reported if code G is listed in box 7 of the form; OR by the answers from the follow up questions. The tax return will show the transactions reported (as they should be) however they will be listed as nontaxable.
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