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Level 2
February 5, 2025
Question

Reporting an Annuity direct transfer

  • February 5, 2025
  • 1 reply
  • 10 views

I moved funds from an Annuity into my 401k. This was a direct non taxable rollover. I cannot seem to find where I can enter it into TurboTax without a 1099R which the annuity company does not issue for non taxable rollovers. How do I report this in turbo?

    1 reply

    fanfare
    Level 15
    February 5, 2025

    If 1099-R is not issued, there is no 1099-R to be entered.

    @jvalencia2 

    Level 2
    February 5, 2025

    Thank you!