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jlgmoore
New Member

I have a 1099-R. I received my retirement money from my former employer. I had it transferred to my current retirement plan where I work now.

All the funds from my former employers retirement plan was transferred to my current retirement plan. NO funds were issued to me directly.
1 Reply
RichardG
New Member

I have a 1099-R. I received my retirement money from my former employer. I had it transferred to my current retirement plan where I work now.

Please enter the Form 1099-R on your tax return.  Box 7 of the form should contain the letter G, which tells TurboTax and the IRS that this was a trustee-to-trustee rollover.  There are no taxes on a rollover, but you should report it.

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