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Retirement tax questions
If you had the funds rolled over directly from your 401-k plan to a traditional IRA, then you may not receive a form 1099-R and you won't need to report it on your tax return.
If you do receive a form 1099-R, then you need to report it in the Retirement Plans and Social Security income section in TurboTax. If it is coded properly, you will not owe any tax on the roll over.
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‎January 12, 2022
5:55 PM