Yes, you will need to report the 1099-R on your tax return even though it was a rollover from a pension to a traditional IRA. The IRS has also received a copy of the 1099-R and will be looking for that to be reported on your tax return. As JulieS stated above, since it was a rollover, it is not taxable income.
If you have already filed your tax return and it has been accepted, you will need to amend your return. Here's how to amend your return:
- Log into TurboTax and click on "Tax Home"
- Scroll down to Your tax return & documents (you may need to select Show), select 2019 and then Amend (change) return.
- Select Amend using TurboTax Online
Note: You will need to print and mail your amended return. Amended federal returns cannot be e-filed.
@Fuchew
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