GeorgeM777
Expert Alumni

Retirement tax questions

To follow-up on the comments from @MinhT1, it does not appear as if you have anything to report because the stock was transferred from your 401(k) to your individual retirement account (IRA).  When you withdraw funds from your IRA, you will get a 1099-R, and you will report your 1099-R on your tax return.  Some of the income on your 1099-R may not be taxable, but TurboTax will help you figure out how much tax is due.  

 

@bekka6716

 

 

 

 

 

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