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bnflores21
March 2, 2025
Question

If I made a rollover contribution to my IRA account from another retirement account of mine, do I need to report this in some way?

  • March 2, 2025
  • 1 reply
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    DanaB27
    March 2, 2025

    Yes, if you have a Form 1099-R for the rollover you will enter it into TurboTax. Please see Where do I enter my 1099-R? In the follow-up questions you can indicate it was a rollover.

     

    If it was a trustee-to-trustee transfer from one IRA to another IRA and you do not receive a Form 1099-R then you do not need to report it on your return. 

     

     

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