topic I forgot I needed to include my non-taxable 401k rollover from my old employer to my new employer. Do I need to upgrade from the free version and how much does it cost? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-forgot-i-needed-to-include-my-non-taxable-401k-rollover-from-my-old-employer-to-my-new-employer-do/01/3169873#M210286 Wed, 11 Feb 2026 04:20:52 GMT sydgrits 2026-02-11T04:20:52Z I forgot I needed to include my non-taxable 401k rollover from my old employer to my new employer. Do I need to upgrade from the free version and how much does it cost? https://ttlc.intuit.com/community/retirement/discussion/i-forgot-i-needed-to-include-my-non-taxable-401k-rollover-from-my-old-employer-to-my-new-employer-do/01/3169873#M210286 Wed, 11 Feb 2026 04:20:52 GMT https://ttlc.intuit.com/community/retirement/discussion/i-forgot-i-needed-to-include-my-non-taxable-401k-rollover-from-my-old-employer-to-my-new-employer-do/01/3169873#M210286 sydgrits 2026-02-11T04:20:52Z Re: I forgot I needed to include my non-taxable 401k rollover from my old employer to my new empl... https://ttlc.intuit.com/community/retirement/discussion/re-i-forgot-i-needed-to-include-my-non-taxable-401k-rollover-from-my-old-employer-to-my-new-empl/01/3169952#M210295 <P><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">It depends. &nbsp;If your 1099-R has a code G in Box 7, then it indicates this was a trustee to trustee (company to company) transfer that did not enter your hands. &nbsp;If that is the case, you can keep the 1099-R in your files.</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">If you actually carried the money from one plan to the other then you should include it to show the IRS you did not keep any of the money. In this case you would have to go to TurboTax Deluxe and TurboTax will ask you if you want to upgrade.&nbsp;</SPAN></P> <UL> <LI><A href="https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US" target="_blank"><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">How do I review my fees in TurboTax Online?</SPAN></A></LI> </UL> Tue, 06 Feb 2024 14:31:58 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-forgot-i-needed-to-include-my-non-taxable-401k-rollover-from-my-old-employer-to-my-new-empl/01/3169952#M210295 DianeW777 2024-02-06T14:31:58Z Re: I forgot I needed to include my non-taxable 401k rollover from my old employer to my new employer. Do I need to upgrade from the free version and how much does it cost? https://ttlc.intuit.com/community/retirement/discussion/re-i-forgot-i-needed-to-include-my-non-taxable-401k-rollover-from-my-old-employer-to-my-new-employer/01/3170913#M210373 <P>An upgrade is not required unless taxes were withheld that became a distribution subject to an early-distribution penalty.</P> Tue, 06 Feb 2024 20:39:09 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-forgot-i-needed-to-include-my-non-taxable-401k-rollover-from-my-old-employer-to-my-new-employer/01/3170913#M210373 dmertz 2024-02-06T20:39:09Z