Re: 401K rollover

Robertp35 · Apr 15, 2023 4:40:42 PM

I did a trustee to trustee rollover of my 401k and I still received a form 1099r do I need to report it? box 2a is zerobox 4 is zerobox 7 is G

I did a trustee to trustee rollover of my 401k and I still received a form 1099r do I need to report it?

box 2a is zero

box 4 is zero

box 7 is G

posted

Yes, this nontaxable income must be reported. It will appear on line 5a of Form 1040 but will be excluded from the taxable amount on line 5b.

401K rollover