I had retirement monies, from a previous employer, that I rolled over into my 401k with my current employer. Do I need to put this on my 2019 tax form anywhere?

kayzbluegenes · ‎January 14, 2020

MinhT · ‎January 14, 2020

You should receive by end of January a form 1099-R from the administrator of the retirement plan of your previous employer.

On your tax return, you'll need to enter the 1099-R by following the following steps:

In TurboTax, open your tax return
Click on Federal in the left-hand column, then on Wages & Income on top of the screen
Scroll down to All Income, locate the section Retirement Plans and Social Security and click on Show more
Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
Follow the interview and carefully answer the questions. The rollover is not taxable.

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MinhT · ‎January 14, 2020

You should receive by end of January a form 1099-R from the administrator of the retirement plan of your previous employer.

On your tax return, you'll need to enter the 1099-R by following the following steps:

In TurboTax, open your tax return
Click on Federal in the left-hand column, then on Wages & Income on top of the screen
Scroll down to All Income, locate the section Retirement Plans and Social Security and click on Show more
Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
Follow the interview and carefully answer the questions. The rollover is not taxable.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Do you have an Intuit account?