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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.
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‎April 11, 2023
2:00 PM