topic Re: retirement plan rollover in Get your taxes done using TurboTax

retirement plan rollover

sandt7 — Fri, 15 Feb 2019 00:54:00 GMT

In 2018, I did just a retirement plan rollover from Capitalone to TD Ameritrade with no payment or distribution whatsoever. Will I receive any sort of tax form for this rollover with no payout or distribution? Thanks

Re: retirement plan rollover

NCperson — Fri, 15 Feb 2019 00:56:15 GMT

yes you should..... if Capital One has an online benefits site, suggest checking there and see if it's already available.

Re: retirement plan rollover

asteroids — Fri, 15 Feb 2019 02:55:43 GMT

You should have gotten 1099-R form from Capital One with the Distribution code "G" in box 7. This indicates a direct rollover without any withdrawals. Turbotax knows how to deal with that with no tax implications.