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M
mcruse
October 25, 2023
Question

401K Rollover to Traditional IRA

  • October 25, 2023
  • 1 reply
  • 0 views

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

1 reply

DoninGA
DoninGA
Employee
October 25, 2023

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.

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