ONE BROKER, TWO EMPLOYERS

pcfields — Mon, 23 Feb 2026 13:07:10 GMT

Both NCR Corp. and Rockwell Automation use Fidelity to manage retirement (IRA, Pension) accounts. I worked for both of them. From one, I am receiving pension payments from Fidelity. From the other, I rolled over my retirement account to a different broker. I've entered the information for the retirement savings I am receiving from the pension. How do I enter the rolled-over amount and receiving institution into TurboTax 2022?

Re: ONE BROKER, TWO EMPLOYERS

PattiF — Tue, 07 Feb 2023 22:01:17 GMT

You should have received a 1099-R for the rollover that you would enter into the tax return. Since the funds were deposited with a different institution, the sending institution (Fidelity) will issue a 1099-R for the transaction. This may be available to you online. The Form 1099-R deadline to be mailed was January 31.

There will be a Code G in Box 7, reporting a non-taxable rollover.

Here are the instructions to follow to add the 1099-R to TurboTax Online:

Open your return
Search for 1099-R in the upper right corner and select the Jump to link in the search results
Answer Yes on the Did you get a 1099-R? screen (If you land on the Review your 1099-R info screen instead Add Another 1099-R
Answer questions until you get to the import screen
Type it in yourself, select Change how I enter my form, and continue through

topic ONE BROKER, TWO EMPLOYERS in Get your taxes done using TurboTax

ONE BROKER, TWO EMPLOYERS

Re: ONE BROKER, TWO EMPLOYERS