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Get your taxes done using TurboTax
You will get a 1099-R from the 401k. Enter it in your tax return. When the program asks what you did with the money, there will be a box to check for "I rolled it all over into an IRA or other qualified account." The 401k must mail or make the 1099-R available electronically to you by January 31, although it might be ready earlier.
‎January 7, 2024
12:04 PM