DianeC958
Expert Alumni

Retirement tax questions

Yes, if you received a 1099-R with this information, the 1099-R needs to be included on your tax return.

 

The code in Box 7 of the 1099-R indicates that is it a rollover so the amount will not be taxable on your return.

 

To include this information in TurboTax, go to

  • Wages & Income
  • Retirement Plans & Social Security
  • IRS, 401(k), Pension Plan Withdrawals (1099-R)

 

@Steve987

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