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I left my job on April 1st 2023 and later moved my 401k from that job over to a traditional IRA. All funds have since been used. Should I list it as IRA contributions?

 
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dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I left my job on April 1st 2023 and later moved my 401k from that job over to a traditional IRA. All funds have since been used. Should I list it as IRA contributions?

Nothing about this rollover is to be entered under Deductions & Credits.  The rollover must be entered only by entering the Form 1099-R and answering the questions that follow.

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dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I left my job on April 1st 2023 and later moved my 401k from that job over to a traditional IRA. All funds have since been used. Should I list it as IRA contributions?

Nothing about this rollover is to be entered under Deductions & Credits.  The rollover must be entered only by entering the Form 1099-R and answering the questions that follow.

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