You don't need the form 5498 they are sending in May. You just enter the 1099R you got from the 401K. What code is in box 7 on it? It may ask what you did with it and you pick I moved it to another retirement account. Read the questions slowly and closely. If you don't under stand one post back.
You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.
OR Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update
If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this? With 4 choices. Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.
