I left a job and transferred my 401K into my new employers plan. I rec'd 2 1099-R forms. Since I did not cash out do I enter this info into Turbo Tax?

Forum|Forum|7 years ago
June 3, 2019
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TurboTax Deluxe Windows

Anonymous

You should enter the forms into the program. They are reported on your tax transcript and your entries should match what is on your transcript. They both should have code "G" in Box 7 so a nontaxable rollover is reported.

I left a job and transferred my 401K into my new employers plan. I rec'd 2 1099-R forms. Since I did not cash out do I enter this info into Turbo Tax?

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