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Get your taxes done using TurboTax
As Tax Expert ErnieS0 mentioned your 401(k) administrator should provide you with a Form 1099-R if you moved money from your 401(k) to an IRA. Please contact them.
If the code in box 7 doesn't indicate a direct rollover then you can indicate in the follow-up questions that it was rolled over to a traditional IRA:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
Please see Who Must File Form 8606 for additional information.
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April 12, 2023
6:33 AM