633741
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

rcbb1234
New Member

If I file my return by paper, do I need to attach the paper 1099R to my return if I did a direct rollover of my 401K to a rollover IRA. Box 7 is flagged with a G

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
DDollar
Expert Alumni

If I file my return by paper, do I need to attach the paper 1099R to my return if I did a direct rollover of my 401K to a rollover IRA. Box 7 is flagged with a G

No, you only need to attach a copy of the 1099-R if it shows taxes were withheld.  Since it's a direct rollover, no tax should have been withheld.

View solution in original post

1 Reply
DDollar
Expert Alumni

If I file my return by paper, do I need to attach the paper 1099R to my return if I did a direct rollover of my 401K to a rollover IRA. Box 7 is flagged with a G

No, you only need to attach a copy of the 1099-R if it shows taxes were withheld.  Since it's a direct rollover, no tax should have been withheld.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question