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I was only supposed to do a rollover from my company

sponsored account to a traditional...
I was only supposed to do a rollover from my company sponsored account to a traditional IRA and Roth IRA. Is this a correct 1099? It's a 1099R
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Answered in 3 minutes by:
10/15/2017
bkb1956
bkb1956, Finance Enthusiast
Category: Finance
Satisfied Customers: 6,426
Experience: IRS Enrolled Agent, 20+ years of experience in tax preparation with associated finance experience.
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Welcome to Just Answer. My name is ***** ***** I will be happy to assist you.

Yes. The form is correct.

The "G" in Box 7 of the 1099-R indicates a rollover.

Please let me know if I can assist you further.

Thank you and best regards,

Barb

bkb1956
bkb1956, Finance Enthusiast
Category: Finance
Satisfied Customers: 6,426
Experience: IRS Enrolled Agent, 20+ years of experience in tax preparation with associated finance experience.
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