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Best answer by RichardG

Your should receive a Form 1099-R from the plan administrator that you will report in TurboTax under the Retirement heading.  There will be no tax due if you completed a qualified rollover, but it's still important that you report the transfer.

1 reply

RichardGAnswer
Employee
June 6, 2019

Your should receive a Form 1099-R from the plan administrator that you will report in TurboTax under the Retirement heading.  There will be no tax due if you completed a qualified rollover, but it's still important that you report the transfer.