topic Why when I filled out the 1099-R form, did it not ask where I rolled my pension over to? in Retirement tax questions

Why when I filled out the 1099-R form, did it not ask where I rolled my pension over to?

Mick749 — Tue, 04 Feb 2020 23:20:38 GMT

Thought the IRS would want that info to confirm rollover?

Re: Why when I filled out the 1099-R form, did it not ask where I rolled my pension over to?

DoninGA — Tue, 04 Feb 2020 23:22:26 GMT

What was the code in box 7 of the 1099-R? Was the box for IRA/SEP/SIMPLE checked? Was there an amount in box 2a of the form?

Re: Why when I filled out the 1099-R form, did it not ask where I rolled my pension over to?

Mick749 — Mon, 10 Feb 2020 23:46:14 GMT

Box 7 Code G Box not checked No amt. in box 2a

Re: Why when I filled out the 1099-R form, did it not ask where I rolled my pension over to?

macuser_22 — Mon, 10 Feb 2020 23:52:12 GMT

A code G is automatically a rollover to a Traditional IRA unless you answer YES to the two questions about rolling into a Roth 401(k) or Roth IRA, if neither, then the default is a Traditional IRA so there is no need to ask any more questions.

Re: Why when I filled out the 1099-R form, did it not ask where I rolled my pension over to?

DoninGA — Mon, 10 Feb 2020 23:52:46 GMT

@Mick749 wrote:

Box 7 Code G Box not checked No amt. in box 2a

Code G already indicates the amount distributed was rolled over -

G—Direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.

Rollover is entered on your Form 1040 Line 4