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Unique 1099-R use-case, can’t get good advice because nobody knows
Unique 1099-R use-case, can't get good advice because nobody knows Last year I did a direct rollover from an old Solo 401k plan into a new one. Pre-tax funds went into pre-tax, Roth funds went into Roth. So I need to file two forms 1099-R one for each rollover, but no tax is due. What I'm not clear on is if boxes 5, 10 or 11 need to be filled (and as a result, form 5329). The 401k had some funds that were origi...
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