These rollovers are required to be reported Forms 1099-R by the 401(k) and pension plan, and these Forms 1099-R are required to be reported on your tax return for the year in which these rollovers were done. If these happened in 2022, you should already have the Forms 1099-R that need to be entered into TurboTax. If these rollovers occurred in 2023, the 2023 Forms 1099-R that you receive next year must be reported on your 2023 tax return.
