DavidD66
Employee Tax Expert

Retirement tax questions

No, there are no additional forms required.  After you enter your Form 1099-R, there will be a series of questions.  Continue through ALL of the questions and make sure you answer the question "What Did You Do With The Money From [Retirement Plan]"? Be sure you indicate that you "rolled over all of this money to an IRA or other retirement account (or returned it to the same account)."  Indicate you have even if you have not, but make sure you do rollover the money into an IRA or other retirement plan.  

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