I received a 1099-R this year because I rolled over a retirement fund into my current company's retirement fund. Do I have to claim that on my income taxes filing?

[Coleen3 · Accepted solution]

Yes, you would need to enter the 1099-R. Ideally there is a code G indicating rollover in box 7. If not, you may have to take some additional steps in the interview process to be sure it is reported that way.