DaveF1006
Expert Alumni

Retirement tax questions

Yes, this should not be a taxable event. Since you are using Turbo Tax software:

 

  1. Go to the forms mode.
  2. Check Boxes 5a & 5B. If the rollover was successful, there should be an amount in 5A but not 5B. 
  3. There also should be the word rollover in the 5B dotted line.
  4. If you are not seeing this, then you need to go back and edit your entry.

 

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