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sandt7
Level 1
February 15, 2019
Question

retirement plan rollover

  • February 15, 2019
  • 2 replies
  • 23 views

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

    N
    NCperson
    Level 15
    February 15, 2019

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

    A
    asteroids
    Level 2
    February 15, 2019

    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.

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