turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I received an additional tiny amount of a 401k to IRA rollover that isn't reflected in my 1099 R.

I rolled over a previous employer's 401k to a traditional IRA. I received a 1099 R form for this transaction. However, an additional tiny amount of $5.36 I subsequently received which I also had that small amount rolled/deposited into the same traditional IRA account.

Where in turbo tax should I report this additional tiny amount of $5.36?

1 Best answer

Accepted Solutions
PatriciaV
Employee Tax Expert

I received an additional tiny amount of a 401k to IRA rollover that isn't reflected in my 1099 R.

Since the amount is under $10, you are not required to report it. This could explain why you didn't receive another 1099-R.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

2 Replies
PatriciaV
Employee Tax Expert

I received an additional tiny amount of a 401k to IRA rollover that isn't reflected in my 1099 R.

Since the amount is under $10, you are not required to report it. This could explain why you didn't receive another 1099-R.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I received an additional tiny amount of a 401k to IRA rollover that isn't reflected in my 1099 R.

Thank you! That is good to know. I was mistaken when I said the $5.36 wasn't included in my 1099 R form. I contacted Vanguard customer support and they told me that this amount is reflected in the Box 1 of the 1099 R.
Use your Intuit Account to sign in to TurboTax.
By selecting Sign in, you agree to our Terms and acknowledge our Privacy Statement.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing

Related Content

Manage cookies