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April 13, 2025
Question

Where do I list a 1099-R moved from institution to institution? The funds were not in my possession.

  • April 13, 2025
  • 2 replies
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2 replies

VolvoGirl
Employee
April 13, 2025

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.

 

If it was within the 60 days, after you enter the 1099R it will ask what you did with it. Pick you moved the money to another account even if you put it back into the same account. Then that will expand and you pick I rolled over all this money. Then it will expand to enter how much you rolled over.

 

What code is in box 7?

DoninGA
Employee
April 13, 2025

Usually institutional transfers are not reported on a Form 1099-R.  So would not be reported on your tax return.