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February 6, 2025
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I moved my 401 K into a rollover 401k and got a 1099 R form. Do I need to file that?

  • February 6, 2025
  • 1 reply
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    Best answer by VolvoGirl

    Yes you need to enter a 1099R.   What code is in box 7?  Is it a G?  

    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

     

    For state boxes, for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.

     

     

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    February 6, 2025

    Yes you need to enter a 1099R.   What code is in box 7?  Is it a G?  

    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

     

    For state boxes, for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.