Retirement tax questions

The income from the Class Action Settlement is reportable.  Since you will not receive a 1099-R, you can create a substitute 1099-R in TurboTax to report the income received and rolled into your current 401K plan.  

The IRS allows you to use federal Form 4852 to show proof of income you received through retirement distributions, annuities, insurance and IRAs.

 

Form 4852, Substitute 1099-R