☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Not applicable
posted Mar 1, 2025 10:05:55 AM

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.

0 1 480
1 Best answer
Level 15
Mar 1, 2025 2:14:11 PM

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.

1 Replies
Level 15
Mar 1, 2025 2:14:11 PM

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.