You should have received Form 1099-R and not 1099-Div for the dividends from the 401k account. Cash dividends on stock in your 401(k), paid to you, are distributions from the 401(k) reportable on Form 1099-R. Please contact the issuer to see if they can issue you the correct form.
Once you got the correct Form 1099-R you will enter it with these steps:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
Please be aware, if the tax withheld wasn't replaced by other funds to have a 100% rollover then the taxes withheld would be considered a distribution and subject to the 10% early withdrawal penalty if you are under 59 1/2.
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