What to do with the 1099-R if I didn't distrubute my 401K when I rolled it over to IRA

kagaroo009 · ‎April 5, 2021

what to do with the 1099-R if I didn't distrubute my 401K when I rolled it over to IRA

CatinaT1 · ‎April 6, 2021

You will still enter this. It is not taxable, but it is reportable. Your 1099-R should have a code G in box 7 that indicates it is a rollover.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

CatinaT1 · ‎April 6, 2021

You will still enter this. It is not taxable, but it is reportable. Your 1099-R should have a code G in box 7 that indicates it is a rollover.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.