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D
debcreeley5312
February 2, 2025
Question

Will my John Hancock 179,797.79 roll over into my Clinton National Bank will it show

  • February 2, 2025
  • 1 reply
  • 0 views
I rolled my John Hancock over to Clinton National Bank

    1 reply

    M
    MAK70
    February 2, 2025

    If you received a 1099-R from John Hancock, you can indicate that there was a rollover in TurboTax.  If it was a trustee-to trustee rollover, you should not receive a 1099-R because John Hancock is not required to provide one.  

     

    See Rollovers of retirement plan and IRA distributions.

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