Skip to main content
TurboTax
Community
TurboTax
TurboTax
sandt7
Level 1
Feb 15, 2019 12:54 AM UTC
Question

retirement plan rollover

In 2018, I did just a retirement plan rollover from Capitalone to TD Ameritrade with no payment or distribution whatsoever.  Will I receive any sort of tax form for this rollover with no payout or distribution?  Thanks

    2 replies

    NCperson
    Level 15
    Feb 15, 2019 12:56 AM UTC

    yes you should.....  if Capital One has an online benefits site, suggest checking there and see if it's already available.

    asteroids
    Level 2
    Feb 15, 2019 2:55 AM UTC

    You should have gotten 1099-R form from Capital One with the Distribution code "G"  in box 7.   This indicates a direct rollover without any withdrawals.  Turbotax knows how to deal with that with no tax implications.

    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Explore your options
    Terms & ConditionsAccessibility statement
    Sitemap
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2026 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    About Cookies Manage cookies

    TRUSTe nResult Certified e-File C-Level Security Certification
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Copyright © Intuit Canada ULC, 2026. All rights reserved.

    About Cookies Manage cookies

    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.

    © 2026, Entreprises Intuit Canada ULC. Tous droits réservés.

    À propos des témoins Gérer les témoins