DanaB27
Expert Alumni

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.

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)

 

[Edited 3/30/2023 |9:25 am PST]

@seninus

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