topic I ROLLED OVER ONE IRA TO ANOTHER IRA ACCOUNT SHOULD I RECEIVED A 1099-R in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-rolled-over-one-ira-to-another-ira-account-should-i-received-a-1099-r/01/669628#M63825 Thu, 06 Jun 2019 10:16:55 GMT mtkacz 2019-06-06T10:16:55Z I ROLLED OVER ONE IRA TO ANOTHER IRA ACCOUNT SHOULD I RECEIVED A 1099-R https://ttlc.intuit.com/community/retirement/discussion/i-rolled-over-one-ira-to-another-ira-account-should-i-received-a-1099-r/01/669628#M63825 Thu, 06 Jun 2019 10:16:55 GMT https://ttlc.intuit.com/community/retirement/discussion/i-rolled-over-one-ira-to-another-ira-account-should-i-received-a-1099-r/01/669628#M63825 mtkacz 2019-06-06T10:16:55Z You might not receive a Form 1099-R for a trustee-to trus... https://ttlc.intuit.com/community/retirement/discussion/you-might-not-receive-a-form-1099-r-for-a-trustee-to-trus/01/669633#M63826 <P> <SPAN>You might&nbsp;<B>not </B>receive a&nbsp;<B>Form 1099-R&nbsp;</B>for a trustee-to trustee transfer of IRA funds. If this was your case, then there is nothing to report on your tax return.</SPAN> </P><P> <SPAN>You would receive a 1099-R for a rollover if you were moving funds from one <B>type </B>of retirement plan to another or if you made an indirect transfer (took a distribution then deposited funds within 60 days into an IRA).</SPAN> </P><P>If you had a rollover, enter&nbsp;the 1099-R form exactly as it is reported in TurboTax. The box 7 codes determine its tax treatment. A rollover transfer should be listed as a Rollover on your tax return on lines 16 a and b. To enter in TurboTax:</P><UL> <LI>In your open return, select My Account</LI> <LI>Tools</LI> <LI>Topic Search</LI> <LI><SPAN>Type&nbsp;<B>'1099-r'&nbsp;</B>in the box, then select GO</SPAN></LI> </UL><P>[edited 3/28/17]</P> Thu, 06 Jun 2019 10:16:56 GMT https://ttlc.intuit.com/community/retirement/discussion/you-might-not-receive-a-form-1099-r-for-a-trustee-to-trus/01/669633#M63826 PaulaM 2019-06-06T10:16:56Z If the IRA was moved by trustee-to-trustee transfer, it i... https://ttlc.intuit.com/community/retirement/discussion/if-the-ira-was-moved-by-trustee-to-trustee-transfer-it-i/01/669639#M63827 If the IRA was moved by trustee-to-trustee transfer, it is neither a distribution nor a rollover and would not be reported. Thu, 06 Jun 2019 10:16:57 GMT https://ttlc.intuit.com/community/retirement/discussion/if-the-ira-was-moved-by-trustee-to-trustee-transfer-it-i/01/669639#M63827 dmertz 2019-06-06T10:16:57Z @dmertz @mtkacz This is correct. I will edit to reflect. https://ttlc.intuit.com/community/retirement/discussion/dmertz-mtkacz-this-is-correct-i-will-edit-to-reflect/01/669644#M63828 <A href="https://ttlc.intuit.com/users/548ab69f-fe81-499a-924c-1211992ada74" target="_blank">@dmertz</A> <A href="https://ttlc.intuit.com/users/84330147-7091-4328-86d7-3aebfa9fe756" target="_blank">@mtkacz</A> This is correct. I will edit to reflect. Thu, 06 Jun 2019 10:16:59 GMT https://ttlc.intuit.com/community/retirement/discussion/dmertz-mtkacz-this-is-correct-i-will-edit-to-reflect/01/669644#M63828 PaulaM 2019-06-06T10:16:59Z
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topic I ROLLED OVER ONE IRA TO ANOTHER IRA ACCOUNT SHOULD I RECEIVED A 1099-R in Retirement tax questions
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I ROLLED OVER ONE IRA TO ANOTHER IRA ACCOUNT SHOULD I RECEIVED A 1099-R
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You might not receive a Form 1099-R for a trustee-to trus...
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<P> <SPAN>You might&nbsp;<B>not </B>receive a&nbsp;<B>Form 1099-R&nbsp;</B>for a trustee-to trustee transfer of IRA funds. If this was your case, then there is nothing to report on your tax return.</SPAN> </P><P> <SPAN>You would receive a 1099-R for a rollover if you were moving funds from one <B>type </B>of retirement plan to another or if you made an indirect transfer (took a distribution then deposited funds within 60 days into an IRA).</SPAN> </P><P>If you had a rollover, enter&nbsp;the 1099-R form exactly as it is reported in TurboTax. The box 7 codes determine its tax treatment. A rollover transfer should be listed as a Rollover on your tax return on lines 16 a and b. To enter in TurboTax:</P><UL> <LI>In your open return, select My Account</LI> <LI>Tools</LI> <LI>Topic Search</LI> <LI><SPAN>Type&nbsp;<B>'1099-r'&nbsp;</B>in the box, then select GO</SPAN></LI> </UL><P>[edited 3/28/17]</P>
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If the IRA was moved by trustee-to-trustee transfer, it i...
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https://ttlc.intuit.com/community/retirement/discussion/if-the-ira-was-moved-by-trustee-to-trustee-transfer-it-i/01/669639#M63827
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If the IRA was moved by trustee-to-trustee transfer, it is neither a distribution nor a rollover and would not be reported.
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@dmertz @mtkacz This is correct. I will edit to reflect.
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<A href="https://ttlc.intuit.com/users/548ab69f-fe81-499a-924c-1211992ada74" target="_blank">@dmertz</A> <A href="https://ttlc.intuit.com/users/84330147-7091-4328-86d7-3aebfa9fe756" target="_blank">@mtkacz</A> This is correct. I will edit to reflect.
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