Pammie57 Posted January 25, 2018 Share Posted January 25, 2018 If a participant in a 401k Plan has both a pre-tax deferral account and a ROTH - when they take a cash distribution - are two 1099Rs required to report the pretax distribution & the Roth? Link to comment Share on other sites More sharing options...
401_noob Posted January 25, 2018 Share Posted January 25, 2018 yes, a separate Form 1099-R must be used to report the total annual distribution from a designated Roth account. Link to comment Share on other sites More sharing options...
Pammie57 Posted January 25, 2018 Author Share Posted January 25, 2018 Thanks. Link to comment Share on other sites More sharing options...
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