turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

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

No 1099-R: Rolled Over Roth IRA from Fund Co. to another Roth IRA Fund Co.

My former fund manager firm rolled over my Roth IRA funds to my new Roth IRA fund manager firm but never sent me a 1099-R which I now belatedly realize I needed to declare the transfer on my tax return. These are all after-tax. I am NOT retired but have not contributed to Roth IRA in over a decade. I will try to contact my old firm tomorrow and hope they can or will help me.  If not, I will do the best I can.  For my situation, under box 7, is code H - direct rollover of a designated Roth account distribution to a Roth IRA correct?  Also, any tips in filling this out is appreciated. TIA. 

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.

1 Best answer

Accepted Solutions
dmertz
Level 15

No 1099-R: Rolled Over Roth IRA from Fund Co. to another Roth IRA Fund Co.

Your Roth IRA was apparently moved by nonreportable trustee-to-trustee transfer, the proper way to move an IRA, not by distribution and rollover.  Nothing about a trustee-to-trustee transfer is to be entered into TurboTax.

View solution in original post

2 Replies
dmertz
Level 15

No 1099-R: Rolled Over Roth IRA from Fund Co. to another Roth IRA Fund Co.

Your Roth IRA was apparently moved by nonreportable trustee-to-trustee transfer, the proper way to move an IRA, not by distribution and rollover.  Nothing about a trustee-to-trustee transfer is to be entered into TurboTax.

No 1099-R: Rolled Over Roth IRA from Fund Co. to another Roth IRA Fund Co.

Thank you so much! 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies