turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Ask the Experts All About the W-4! >> Event happening TOMORROW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Yes No
food4thoughtcate
New Member

My company changed 401k plans, I have a 1099R but no money was withdrawn, do i answer yes or no?

1099-R with 0 taxable amount
posted
‎April 3, 2021 12:48 PM
last updated ‎April 03, 2021 12:48 PM
0
3
167
Reply
Bookmark Icon
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
macuser_22
Level 15
Level 15

My company changed 401k plans, I have a 1099R but no money was withdrawn, do i answer yes or no?

Yes or no to what question?

 

What code is in box 7?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎April 3, 2021 12:57 PM
0
2
164
Reply
Bookmark Icon
macuser_22
Level 15
Level 15

My company changed 401k plans, I have a 1099R but no money was withdrawn, do i answer yes or no?

That is a direct rollover.   Answer no to the two Roth questions.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎April 3, 2021 1:02 PM
0
1
153
Reply
Bookmark Icon
food4thoughtcate
New Member

My company changed 401k plans, I have a 1099R but no money was withdrawn, do i answer yes or no?

Thank You

‎April 3, 2021 1:03 PM
0
151
Reply
Bookmark Icon

Still have questions?

Make a post
Featured forums
Taxes
Lower Debt
Investing
Self-Employed
All topics
Live Full Service: Taxes Done for you! Get matched with a local tax expert who can do your taxes, start-to-finish, the same day. Start for free!
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question

Related Content

lalaps23
faxianjhuang
longvl
cynthiafry95-gma
sm7393

Did the information on this page answer your question?

thumb-up Yes
thumb-down No
close icon
checkmark

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

and start working
on your taxes

File your taxes, your way

Get expert help
or do it yourself.

Get started
close icon
icon help

Access additional help, including our tax experts

Post your question

to receive guidance
from our tax experts and community.

Connect with an expert

Real experts - to help
or even do your taxes for you.

Get started
Manage cookies