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I transferred my 401k to an ira do i have to file that

 
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RichardG
New Member

I transferred my 401k to an ira do i have to file that

Your should receive a Form 1099-R from the plan administrator that you will report in TurboTax under the Retirement heading.  There will be no tax due if you completed a qualified rollover, but it's still important that you report the transfer.

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RichardG
New Member

I transferred my 401k to an ira do i have to file that

Your should receive a Form 1099-R from the plan administrator that you will report in TurboTax under the Retirement heading.  There will be no tax due if you completed a qualified rollover, but it's still important that you report the transfer.

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