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jeffed6161
New Member

Should I report a 1099R on a Total asset transfer from a 401K at Fidelity to an IRA at Northwest Mutual? If so where do I report it in TurboTax?

 
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Texas Roger
Level 15

Should I report a 1099R on a Total asset transfer from a 401K at Fidelity to an IRA at Northwest Mutual? If so where do I report it in TurboTax?

When you receive a 1099-R, you must enter it on your tax return and answer all the followup questions. To find where to enter it, type 1099-R in the search box and click on jump to 1099-R.

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Texas Roger
Level 15

Should I report a 1099R on a Total asset transfer from a 401K at Fidelity to an IRA at Northwest Mutual? If so where do I report it in TurboTax?

When you receive a 1099-R, you must enter it on your tax return and answer all the followup questions. To find where to enter it, type 1099-R in the search box and click on jump to 1099-R.

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