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Get your taxes done using TurboTax
No, you will enter both Form 1099-R as shown on the forms to report the rollover. Rollovers are not taxable. Please make sure you answer the follow-up questions carefully.
- Click "Wages & Income" (under Federal) on the left
- Scroll down and click "Show more" next to "Retirement Plans and Social Security"
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
[Edited 3/30/2023 |9:25 am PST]
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March 20, 2023
9:22 AM