Rollover of a 401K to an IRA how to report this on taxes
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You should have gotten a 1099-R about your rollover.
Where do I enter my 1099-R?
You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:
If your 1099-R has a Code G to indicate the rollover, just enter the form exactly as it appears.
If you took the money and then rolled it over yourself within 60 days, you will need to take some extra steps. If this was an IRA rollover or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved. For a partial rollover say you moved the money then enter the amount of rollover.
You should have gotten a 1099-R about your rollover.
Where do I enter my 1099-R?
You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:
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