DavidD66
Expert Alumni

Retirement tax questions

You should have received two Forms 1099 for the distributions from your 401(k). 

After you enter(ed) the 1099-Rs, there is a page that asks "What Did You Do With The Money From [Retirement Plan]"?

Be sure you indicate that you "rolled over all of this money to an IRA or other retirement account (or returned it to the same account)." 

Answering these questions correctly will result in your distribution showing up as non-taxable.

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