Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

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

cancel
Showing results for 
Search instead for 
Did you mean: 
johhar23
New Member

I had a 401k rollover into another plan but I can’t proceed because it is looking for how much I received, which was zero.

 
2 Replies
ColeenD3
Expert Alumni

I had a 401k rollover into another plan but I can’t proceed because it is looking for how much I received, which was zero.

If there is a Code G, you don't have to do anything else. It is not taxable. If you took the money and rolled it over, you will encounter a question in the interview section asking what you did with the money. If your returned to to another retirement account within 60 days, indicate that on the screen.

 

@johhar23

dmertz
Level 15

I had a 401k rollover into another plan but I can’t proceed because it is looking for how much I received, which was zero.

Enter the Form 1099-R exactly as received.  Do not make any modifications to the amounts in any of the boxes.

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.62m
Discussions

Manage cookies
v