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Question

Late rollover reinvested

Forum|Forum|11 months ago
April 15, 2025
1 reply
0 views

we were over the 60 day late. For filing our 401(k) however we did submit the paperwork and they did accept the rollover. What do I do with a 1099R do I report it how do I proceed with my taxes?

Employee

If you have a 1099-R for a 401k withdrawal (distribution), and you rolled it over into another qualified plan (like an IRA), then you indicate in Turbotax that it was a rollover. Enter the 1099-R and keep going (click "next" or whatever) -- don't skip out -- and there will eventually be a question about "What did you do with the money" and one of the choices will be a rollover. Turbotax doesn't need to know that the rollover was after 60 days as long as you self-certified to the plan that you met one of the exceptions and the plan accepted it.