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New Member
posted Apr 3, 2021 12:48:54 PM

My company changed 401k plans, I have a 1099R but no money was withdrawn, do i answer yes or no?

1099-R with 0 taxable amount

0 3 269
3 Replies
Level 15
Apr 3, 2021 12:57:11 PM

Yes or no to what question?

 

What code is in box 7?

Level 15
Apr 3, 2021 1:02:38 PM

That is a direct rollover.   Answer no to the two Roth questions.

New Member
Apr 3, 2021 1:03:12 PM

Thank You