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If I made a rollover contribution to my IRA account from another retirement account of mine, do I need to report this in some way?

 
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1 Reply
DanaB27
Employee Tax Expert

If I made a rollover contribution to my IRA account from another retirement account of mine, do I need to report this in some way?

Yes, if you have a Form 1099-R for the rollover you will enter it into TurboTax. Please see Where do I enter my 1099-R? In the follow-up questions you can indicate it was a rollover.

 

If it was a trustee-to-trustee transfer from one IRA to another IRA and you do not receive a Form 1099-R then you do not need to report it on your return. 

 

 

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