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cbrown9195
June 3, 2019
Question

I have a 1099R form that has a total distribution from a 401K that was then rolled over into a 401k from my new employer. How do I show this rollover to a 401K

  • June 3, 2019
  • 1 reply
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1 reply

MargaretL
MargaretL
Employee
June 3, 2019

You will be asked about the rollover during the interview.  Once form 1099-R is entered, please be sure to answer follow-up questions. One of them will ask what you did with the money; please check the box indicating that you moved the money to another retirement account and the rollover tax treatment will be applied. 

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R)
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