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.

idpa12
New Member

I did not get a 1099 from either of my investment companies, how do I show an IRA rollover from one to the other in turbo tax?

 
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

I did not get a 1099 from either of my investment companies, how do I show an IRA rollover from one to the other in turbo tax?

If the IRA was moved to another IRA by trustee-to-trustee transfer, not by a distribution that was paid to you that you subsequently rolled over, the transaction is not reportable.  A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover.

View solution in original post

2 Replies
dmertz
Level 15

I did not get a 1099 from either of my investment companies, how do I show an IRA rollover from one to the other in turbo tax?

If the IRA was moved to another IRA by trustee-to-trustee transfer, not by a distribution that was paid to you that you subsequently rolled over, the transaction is not reportable.  A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover.

DDollar
Expert Alumni

I did not get a 1099 from either of my investment companies, how do I show an IRA rollover from one to the other in turbo tax?

I recommend you wait until you receive your Form 1099-R before filing.  Many broker/dealers and retirement plan custodians make their tax documents available online.  And you can always call them, they can probably e-mail it to you the same day. 

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