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nlchong11
New Member

I had my 401k transfer over to another 401k because i switched employers.... Is there anything I have to include besides 1099R?

 
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MargaretL
Expert Alumni

I had my 401k transfer over to another 401k because i switched employers.... Is there anything I have to include besides 1099R?

No, 1099-R is the only form that you need to report on your tax return while reporting the transfer.  Be sure to answer follow up questions after entering the form into TurboTax.

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