MaryK4
Expert Alumni

Retirement tax questions

If you received a 1099-R, you can enter it in TurboTax.  If you did a trustee-to-trustee rollover (you did not receive a check), you will not get a 1099-R and you do not have to report it on your tax return.

 

See Rollovers of Retirement Plan and IRA Distributions.

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