Where do I upload my 1099-R and End-Of-Year statement for my taxes? I rolled over a 401k from a previous employer into a traditional IRA.

nd20172017 · ‎February 6, 2023

The broker for the IRA said I had to include those two documents when I file for 2022, but I have no clue where to upload them in TurboTax. I didn't add any money to the IRA besides what I rolled over, so I'm not sure if that counts as a contribution either.

xmasbaby0 · ‎February 6, 2023

You do not enter an "end of year statement." You enter the 1099R.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

nd20172017 · ‎February 6, 2023

Thanks, but I'm not retired (and won't be for a long time) so that money isn't income. The amount on my 1099-R is what was in my 401k before I rolled it into an IRA. I was told that I have to include the End-Of-Year statement to show that the money on the 1099-R isn't income but was in fact rolled over. Any other suggestions?

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Where do I upload my 1099-R and End-Of-Year statement for my taxes? I rolled over a 401k from a previous employer into a traditional IRA.