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styang1
Level 1
March 29, 2023
Question

How 401K Rollover

  • March 29, 2023
  • 2 replies
  • 0 views
I changed jobs in 2022 and rolled over my 401k into a IRA (tradtional). How do I report this rollover on my 2022 taxes?

2 replies

MaryK4
MaryK4
Level 15
March 29, 2023

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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R
Robertp35
Level 2
April 15, 2023

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

D
dmertz
Level 15
April 16, 2023

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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