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Question

One of my forms 1099-R is a gross distribution from an insurance company that has been rolled over to another insurance company, what form(s)/info should I need?

Forum|Forum|11 months ago
April 7, 2025
1 reply
0 views

How are gross distributions from one insurance company to another insurance company reported?

TurboTax Deluxe Online

You enter the information on your 1099-R. If the Box 7 has a rollover code, TurboTax will report it. You must continue to the questions after the entry, if the 1099-R is not coded with a rollover code, you will see a question that asks what you did with the money- you can indicate you rolled it over to another retirement account.