MinhT1
Expert Alumni

Retirement tax questions

Yes, you have to enter the form 1099-R in your tax return even for a non taxable rollover.

 

The IRS has a copy of the 1099-R and may write to you if it is missing from your return.

 

When you enter your form 1099-R, fill out box 7 correctly and answer all questions in the TurboTax interview. TurboTax will exclude the rollover from taxation.

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