DanaB27
Expert Alumni

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:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R
  4. 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)"
  5. Continue answering the questions.

 

Please see Who Must File Form 8606 for additional information.

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