turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

401k rollover into IRA

Hi, I rolled 4 401k plans into a Traditional IRA.  How do I account for this and what forms do I need?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

401k rollover into IRA

You should have received a Form 1099-R from the plan administrator who transferred the 401(k) funds to the IRA.  The Form 1099-R has to be entered on your tax return.  If you did not receive the 1099-R contact the plan administrator.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question