dmertz
Level 15

Retirement tax questions

If this was truly a 401(k) plan, the 401(k) plan was required to provide you with a Form 1099-R that you need to enter into TurboTax to report the direct rollover.  Contact the plan administrator to obtain the form.

If the employer plan was instead a SEP-IRA plan or a SIMPLE IRA plan, a trustee-to-trustee transfer is not reportable and the IRA custodian would not provide you with a From 1099-R.

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