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r3db3ard
New Member

How do I enter a 401k Rollover to Roth IRA?

I didn't receive a 1099-R form
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dmertz
Level 15

How do I enter a 401k Rollover to Roth IRA?

I assume that this occurred in 2015.  You must obtain the Form 1099-R from the 401(k) plan.  Contact the plan administrator to obtain the missing form.

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1 Reply
dmertz
Level 15

How do I enter a 401k Rollover to Roth IRA?

I assume that this occurred in 2015.  You must obtain the Form 1099-R from the 401(k) plan.  Contact the plan administrator to obtain the missing form.

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