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
01351
1 Best answer
DDollar
Expert Alumni
Jun 6, 2019 12:48:01 AM
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.
1 Replies
DDollar
Expert Alumni
Jun 6, 2019 12:48:01 AM
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.