Hello, I'm reaching out regarding "Did you withdraw money from your retirement plan?" . I only did a roll over for my 401k - do I need to report this? I have a 1099-R

[aiyp2015]

When I changed employers I rolled over my 401k from one financial institution to another. I got a 1099-R with a gross distribution listed but no taxable amount listed.

[MindyB]

Yes, you need to report this, but you will not incur tax. ‌Here are the steps to indicate the rollover in TurboTax Online:

• Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
• Enter the information from the 1099-R, continue through the interview questions.
• You will come to a screen that says "Tell us if you moved the money through a rollover or conversion." Select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
• On the next screen, indicate you rolled over the entire amount to another retirement account.