1099-R coding for Rollover

[Guest perplexedbypensions]

Hi there.

I have a 1099-R that has been completed to show a Rollover distribution.

Box 1 has been completed with the total amount of the rollover, Box 2a has been completed to show $0.00 as the taxable amount, and Box 7 has been completed with Code G.

Now I need a tie-breaker.

The form has also had Box 13 completed to show the state and Box 14 completed to show the total amount of the rollover distribution. Box 12 does not have any amount entered.

The instructions for Boxes 12-17 seem pretty vague.

If 13 and 14 are completed, but no amount is shown as being withheld in 12, will the state think they are owed money? I would rather leave all these boxes blank since it was not a taxable distribution.

Thank you very much! Happy tax season to all.

[Bird]

We leave them all blank for a rollover.

[masteff]

Just thinking out loud but if the State knows what's in box 13 and 14 then they most likely also have access to box 7 which indicates it was rolled over.

[My 2 cents]

Box 7 saying "G" ought to make it clear to the state that they are not entitled to any taxes at this time. No such thing as something qualifying for federal rollover treatement but not for state purposes, is there?