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If I transferred my 401k into one of the roths. did I sell stock or investments?

 
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HelenC12
Expert Alumni

If I transferred my 401k into one of the roths. did I sell stock or investments?

No, you did not sell stock or investments. Investment income includes, but is not limited to: interest, dividends, capital gains, rental and royalty income, and non-qualified annuities.

 

If you transferred your 401k into a Roth in tax year 2022, your plan administrator would have sent you a 1099-R Form.

 

To enter your 1099-R form, see Where do I enter my 1099-R? 

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