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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

 
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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.

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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.

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