- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
A rollover is not a taxable event, but you need to report it on your tax return by entering the Form 1099-R. If asked, be sure to answer the question ""What Did You Do With The Money From [Retirement Plan]?" by indicating you "rolled over all of this money to an IRA or other retirement account (or returned it to the same account)."
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 21, 2021
12:37 PM