ThomasM125
Employee Tax Expert

Get your taxes done using TurboTax

You need to report the form 1099-R in TurboTax. You will be asked what you did with the distribution, to which you will respond that you rolled it over to another retirement account.

 

You enter the form 1099-R in the Federal section of TurboTax, then Income and Expenses, then Retirement Plans and Social Security, then IRA, 401(k), Pension Plan Withdrawals (1099-R).

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