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New Member
posted Jan 22, 2025 12:07:13 PM

I started a traditional IRA to rollover a state retirement fund when I moved states. Do I have to claim this if I made no other contributions?

I also ensured all of the taxes were done before the rollover from the state retirement plan.

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1 Replies
Expert Alumni
Jan 22, 2025 12:45:29 PM

The rollover from your retirement plan to your Traditional IRA account is not taxable.

 

However, you will receive a tax form 1099-R from your retirement. You have to enter this form 1099-R in TurboTax. This form should not result in any additional tax.

 

You can enter your form 1099-R by following the instructions in this TurboTax Help article.