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Get your taxes done using TurboTax
Your 401(k) administrator should provide you with a Form 1099-R if you moved money from your 401(k) to an IRA.
The rollover would be reported on that form and TurboTax would create Form 8606 based you the information and answers you provide in the 1099-R section.
Some companies will not send you a Form 1099-R but will make it available in a tax documents section of your account. Check with your 401(k) administrator.
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‎April 11, 2023
5:54 AM