topic How 401K Rollover in Retirement tax questions

How 401K Rollover

styang1 — Mon, 23 Feb 2026 13:54:33 GMT

I changed jobs in 2022 and rolled over my 401k into a IRA (tradtional). How do I report this rollover on my 2022 taxes?

Re: How 401K Rollover

MaryK4 — Wed, 29 Mar 2023 03:40:25 GMT

If you received a 1099-R, you can enter it in TurboTax. If you did a trustee-to-trustee rollover (you did not receive a check), you will not get a 1099-R and you do not have to report it on your tax return.

See Rollovers of Retirement Plan and IRA Distributions.

Re: How 401K Rollover

Robertp35 — Sat, 15 Apr 2023 22:19:51 GMT

I did a trustee to trustee rollover of my 401k and I still received a form 1099r do I need to report it?

Re: How 401K Rollover

dmertz — Sun, 16 Apr 2023 00:14:08 GMT

A rollover from a 401(k) to an IRA always requires a Form 1099-R and is required to be reported.