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mpokcd
New Member

I rolled over 401k to traditional ira.do I need to report that.I did not see turbo to address that

 
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rjs
Level 15
Level 15

I rolled over 401k to traditional ira.do I need to report that.I did not see turbo to address that

You should have received a Form 1099-R from the 401(k) plan. You have to enter the 1099-R in TurboTax to report the rollover. If you didn't get a 1099-R, call whoever manages the 401(k) plan and ask them for it.

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rjs
Level 15
Level 15

I rolled over 401k to traditional ira.do I need to report that.I did not see turbo to address that

You should have received a Form 1099-R from the 401(k) plan. You have to enter the 1099-R in TurboTax to report the rollover. If you didn't get a 1099-R, call whoever manages the 401(k) plan and ask them for it.

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