DianeW777
Expert Alumni

Get your taxes done using TurboTax

If you received a Form 1099-R and it was from a direct rollover from your 401(k) to an IRA, then there should be a code G in box 7.  If so, simply enter your form and TurboTax will know it is tax free. A Form 4852, substitute for your 1099-R is not required.  Likewise if you did not receive a Form 1099-R because it was a direct trustee to trustee transfer then there is nothing to report on your tax return.

 

@CountryKid04 

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