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posted Feb 14, 2019 4:54:00 PM

retirement plan rollover

In 2018, I did just a retirement plan rollover from Capitalone to TD Ameritrade with no payment or distribution whatsoever.  Will I receive any sort of tax form for this rollover with no payout or distribution?  Thanks

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2 Replies
Level 15
Feb 14, 2019 4:56:15 PM

yes you should.....  if Capital One has an online benefits site, suggest checking there and see if it's already available.

Level 2
Feb 14, 2019 6:55:43 PM

You should have gotten 1099-R form from Capital One with the Distribution code "G"  in box 7.   This indicates a direct rollover without any withdrawals.  Turbotax knows how to deal with that with no tax implications.