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user17704768716

Level 1

Question

401 k rollover to IRA Account

Forum|Forum|5 years ago
April 19, 2021
2 replies
0 views

moved 401k accounts to IRA

rec'd 1099R

do I have to include 1099Rs for rollover which is not taxable ?

Alumni - Champ

Yes, as you must document the rollover. After you enter the 1099-R, there will be a questions that covers this.

Level 15

Yes, you will still enter the 1099-R into TurboTax but rollovers will not be taxable. Please answer all follow-up questions carefully.

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”

You can verify your entry by looking at line 5b of Form 1040, it should be $0.

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