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styang1
Level 1
Mar 29, 2023 3:28 AM UTC
Question

How 401K Rollover

I changed jobs in 2022 and rolled over my 401k into a IRA (tradtional). How do I report this rollover on my 2022 taxes?

3 replies

MaryK4
MaryK4
Alumni - Intuit
Mar 29, 2023 3:40 AM UTC

If you received a 1099-R, you can enter it in TurboTax.  If you did a trustee-to-trustee rollover (you did not receive a check), you will not get a 1099-R and you do not have to report it on your tax return.

 

See Rollovers of Retirement Plan and IRA Distributions.

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Robertp35
Level 2
Apr 15, 2023 10:19 PM UTC

I did a trustee to trustee rollover of my 401k and I still received a form 1099r do I need to report it? 

dmertz
Level 15
Apr 16, 2023 12:13 AM UTC

A rollover from a 401(k) to an IRA always requires a Form 1099-R and is required to be reported.

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