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