How do I report a complete rollover of my state retirement investment fund into another retirement investment fund in Turbotax?

[thelutzenhisers]

I rolled over my state retirement investment accounts into a retirement account managed by a trusted financial advisor.

[VolvoGirl]

How did you transfer it?  A direct Trustee to Trustee?  You might get a 1099R.  If it has a code G in box 7 that is a direct transfer.  If you don't get a 1099R by the end of February you don't need to report it.  

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

[AnnetteB6]

If you did the rollover during 2023, you should receive a Form 1099-R mailed to you by the end of January that will report that transaction.  When you receive the Form 1099-R, include it as part of your tax return and answer the follow-up questions after you have entered the data.  It will be reported as part of your return, but should not generate any taxable situation for you if the account was fully rolled from one administrator to another.  

Use the steps in the following TurboTax help article to get started:

Where do I enter my 1099-R?