Direct-Rollover | Rollover | Transfer (Trustee-to-Trustee-Transfer) |
---|---|---|
Traditional/SEP/SIMPLE IRA | Traditional/SEP/SIMPLE IRA | 401k, 403b, PSP, 457b |
Reporting IRA Direct-Rollover to a Solo 401k: 1099-R Issued but not taxable | Reporting IRA Rollover to a Solo 401k: 1099-R Issued but not taxable if rolled over within 60 days to Solo 401k | Reporting 401k, 403b, 457b, TSP to Solo 401k: 1099-R Issued but not taxable |
BOX 1 Gross distribution
| BOX 1 Gross distribution
| BOX 1 Gross distribution
|
BOX 2a Taxable Amount
| BOX 2a Taxable Amount
| BOX 2a Taxable Amount
|
BOX 2b Taxable amount not determined/TotalDist
| BOX 2a Taxable Amount
| BOX 2b Taxable amount not determined/TotalDist
|
BOX 4 Federal income tax withheld
| BOX 4 Federal income tax withheld
| BOX 4 Federal income tax withheld
|
BOX 7 Distribution code(s)
| BOX 7 Distribution code(s)
| BOX 7 Distribution code(s)
|
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