FrankF1
New Member

Retirement tax questions

No, you don't need to include the receiving company information from your rollover on your tax return.

To record your rollover using TurboTax

If you have already started your return 

  1. Select the TurboTax "Search" button located near the top right of your screen
  2. Type "1099-r" into the search box
  3. Click on "Jump to 1099-r" from the results list
  4. TurboTax will ask you about your rollover distribution on a series of screens. Answer the questions on each screen. TurboTax will guide you through what is needed to record your rollover distribution. Press “Continue” after finishing your entries on each screen