VB58
Level 2

Retirement tax questions

Thanks for your response. I will not be receiving a 1099-R for this settlement that was sent directly into a qualified 401(k) plan. 

 

Turbo Tax keeps asking me about a substitute 1099-R. Is this required as the funds were distributed by the litigation admininistration and not from my old plan administrator?  I rolled over all of those funds into my current plan several years ago.

 

Thanks