You will still show the 1099R on your return. It is being show, to account for the rollover to a similar plan and the tax impact will be $0 (from a Traditional retirement to a Traditional --or Roth to a Roth).
Just enter the 1099R and then carefully answer the questions that follow and you'll be fine.
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes (Personal using Home and
Business)
- Click on Wages and Income (Personal Income using Home
and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R),
click the start or update button
