https://ttlc.intuit.com/community/retirement/discussion/do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different-company/01/3161475#M209430 Wed, 11 Feb 2026 04:43:16 GMT blondieashley06 2026-02-11T04:43:16Z https://ttlc.intuit.com/community/retirement/discussion/do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different-company/01/3161475#M209430 Wed, 11 Feb 2026 04:43:16 GMT https://ttlc.intuit.com/community/retirement/discussion/do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different-company/01/3161475#M209430 blondieashley06 2026-02-11T04:43:16Z https://ttlc.intuit.com/community/retirement/discussion/re-do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different/01/3161488#M209431 <P>If you have a 1099R you enter it.</P> <P>&nbsp;</P> <P class="p1">&nbsp;</P> <P class="p2">To enter your retirement income, Go to<SPAN class="Apple-converted-space">&nbsp; </SPAN>Federal&gt; Wages and Income&gt;Retirement Plans and Social Security&gt;IRA<SPAN class="Apple-converted-space">&nbsp; </SPAN>401 k) Pension Plan Withdrawals to enter your <SPAN class="s1"><STRONG>1099R.</STRONG></SPAN></P> Fri, 02 Feb 2024 17:45:07 GMT https://ttlc.intuit.com/community/retirement/discussion/re-do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different/01/3161488#M209431 xmasbaby0 2024-02-02T17:45:07Z https://ttlc.intuit.com/community/retirement/discussion/re-do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different/01/3161490#M209432 <P>Yes you have to report all 1099R you get. &nbsp;What code is in box 7? &nbsp;Code G is a direct transfer and not taxable. &nbsp;It will say Rollover by 1040 line 5b. &nbsp;</P> Fri, 02 Feb 2024 17:45:52 GMT https://ttlc.intuit.com/community/retirement/discussion/re-do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different/01/3161490#M209432 VolvoGirl 2024-02-02T17:45:52Z https://ttlc.intuit.com/community/retirement/discussion/re-do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different-c/01/3165630#M209839 <P>Yes, you are required to report your 1099-R, even if the distribution isn’t taxable. For additional information, review the TurboTax Help article <A href="https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-ira-rollover/L4GNtaSAr_US_en_US?uid=ls7v1qmu" target="_blank">Where do I enter an IRA rollover?</A> and the IRS instructions for <A href="https://www.irs.gov/instructions/i1099r#:~:text=You%20must%20report%20a%20direct,or%20other%20eligible%20retirement%20plan." target="_blank">Direct Rollovers</A>.</P><P>&nbsp;</P><P><a href="https://ttlc.intuit.com/community/user/viewprofilepage/user-id/5422158">@blondieashley06</a></P> Sun, 04 Feb 2024 18:59:21 GMT https://ttlc.intuit.com/community/retirement/discussion/re-do-i-need-to-insert-information-from-1099-r-if-i-had-a-rollover-from-my-401k-to-a-different-c/01/3165630#M209839 SharonD007 2024-02-04T18:59:21Z