turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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 to Traditional IRA

What version of TurboTax do I need to properly file my rollover of a 401K to and IRA?

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 to Traditional IRA

If this is a trustee to trustee rollover then you will receive a Form 1099-R with a code of G in box 7 of the 1099-R.  You receive the 1099-R in January of the following year after the rollover.  The Form 1099-R is entered on your federal tax return.

You can use any of the TurboTax online or desktop CD/Download editions to report the Form 1099-R.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question