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New Member
posted Jun 5, 2019 11:01:54 PM

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

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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
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.