janwithTT
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AnnetteB6 - You suggested: Try going back to where you entered the Form 1099-R. One of the follow-up questions should ask What Did You Do With The Money? and th...
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I left my former employer in 1994, but left my 401K funds there. Fidelity administers it now. Does Fidelity send information to the IRS about the amount in the ...
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Hi AnnetteB6,I think my IRA rollover was actually a direct rollover. Here's more info.1099-R form for my 401k rollover is filled out like the following:1. has t...
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I think I have a similar question. I did a direct rollover from a non-Roth 401K to a non-Roth IRA. The code for a non Roth rollover is a "G". My rollover is not...
Activity Feed for janwithTT
- Posted 401K rollover to IRA - amount is being totalled in my total income - how to remove? on Retirement tax questions. March 31, 2025 2:00 AM
- Posted Re: IRA Indirect rollover on Retirement tax questions. March 31, 2025 12:56 AM
- Posted 401K to IRA rollover - follow up thoughts on Retirement tax questions. March 31, 2025 12:47 AM
- Posted Re: IRA Indirect rollover on Retirement tax questions. March 31, 2025 12:09 AM
- Posted Re: I have a 1099-R (Roth) that I directly rolled to another Roth IRA. The "distribution code" is "H" which is for a direct rollover. Why is Turbo Tax counting it as income? on Retirement tax questions. March 30, 2025 11:50 PM
- Posted IRA Indirect rollover on Retirement tax questions. March 28, 2025 3:41 AM