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yuliafrolova84
February 6, 2025
Question

I received form 1099-R. Company I worked for is now out of business now. All 401k money from my now former employer I moved for Roth IRA. How to report this form?

  • February 6, 2025
  • 1 reply
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    1 reply

    M
    MAK70
    February 6, 2025

    You will enter the 1099-R information under Retirement Plans and Social Security.  In TurboTax, you will be able to indicate that this was a rollover/conversion so that it is reported and taxed correctly. (See below)

     

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