I changed jobs mid year and i rolled over my 401k to to an ira...where do i record this on my tax form?

[IreneS · Accepted solution]

UPDATED FOR TAX YEAR 2019

You should receive a Form 1099-R reporting the rollover.  It should show code G (rollover) in box 7.  If you haven't received the 1099-R, contact the plan administrator.

To enter the 1099-R in TurboTax, please follow these steps:

1. Click on Federal > Wages & Income.
2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).  
3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R.  
4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
5. You can either import your 1099-R or click on the I'll type it in myself box.
6. If you select to enter the information yourself, continue through the screens, answering the interview questions.

[Edited | 4/1/2020 |  12:15pm PDT]