georgesT
New Member

Retirement tax questions

If you received a 1099-R for this rollover distribution, you will need to report this on your tax return

Because you received a 1099-R, the IRS will also have received a copy of this 1099-R. You will need to report this 1099-R distribution/rollover on your tax return but none of it will be taxable. Just make sure that when you are reporting this information into TurboTax that for the question "What Did You Do With The Money From (your retirement fund)?", answer "I moved the money to another retirement account (or returned it to the same retirement account)" 

From: https://ttlc.intuit.com/questions/3262652-rollover-401k-to-ira

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