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I moved my 401 K into a rollover 401k and got a 1099 R form. Do I need to file that?

 
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I moved my 401 K into a rollover 401k and got a 1099 R form. Do I need to file that?

Yes you need to enter a 1099R.   What code is in box 7?  Is it a G?  

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

 

For state boxes, for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.

 

 

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