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Get your taxes done using TurboTax
@dmertz will have to reply with more details. But the 401K 1099R goes on line 5 with the word Rollover by 5b. That's if you can roll over an inherited 401K to a IRA. And you might have needed to take a RMD from the 401k before rolling over any.
And did you fix the 1099R for the distribution and put the X in the little IRA box between boxes 7&8?
‎October 10, 2025
9:06 AM