I transferred my 401k to an ira do i have to file that
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1 Best answer
RichardG
New Member
Jun 5, 2019 11:01:56 PM
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.
1 Replies
RichardG
New Member
Jun 5, 2019 11:01:56 PM
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.