I rolled money over from Principal to Fidelity in January of 2021; do I need to report this on this year's taxes?

[tinker0616]

It was rolled over within the 60 day time limit.  I am 66 years old.

[DanaB27]

No, if the distribution happen in 2021 and then was rolled over in 2021 then you will get a 1099-R 2021 in 2022 and it will go on your 2021 tax return (it won't be included in taxable income but needs to be entered).

If the distribution happened in 2020 and you received a 1099-R 2020 then please follow these steps:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R” and enter your 1099-R
4. Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
5. Continue answering the questions.