turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Anonymous
Not applicable

How do I report a 401K Rollover into another 401K(Not ROTH)?

TurboTax Does not allows me to report a 401K rollover into another 401K.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

How do I report a 401K Rollover into another 401K(Not ROTH)?

For a code-G Form 1099-R, all TurboTax needs to know is that the distribution was not rolled over to any kind of Roth account.  Knowing that, TurboTax will properly include the amount on Form 1040 line 5a and exclude it from line 5b with the ROLLOVER notation.

View solution in original post

1 Reply
dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

How do I report a 401K Rollover into another 401K(Not ROTH)?

For a code-G Form 1099-R, all TurboTax needs to know is that the distribution was not rolled over to any kind of Roth account.  Knowing that, TurboTax will properly include the amount on Form 1040 line 5a and exclude it from line 5b with the ROLLOVER notation.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question