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I rolled over my 401 k into a new account do i need to put them on my tax return

 
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2 Replies

I rolled over my 401 k into a new account do i need to put them on my tax return

If you receive a 1099-R from the plan, you must report it, although it should not be taxable if you did the rollover correctly.    For some types of rollovers, you won't get a 1099-R, and those types of rollovers do not need to be reported on your return. 

dmertz
Level 15

I rolled over my 401 k into a new account do i need to put them on my tax return

Yes, a rollover of a 401(k) is always reportable by entering into TurboTax the Form 1099-R that you receive for this transaction.

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