Pensions and Annuities

Forum|Forum|1 year ago
February 15, 2025
1 reply
0 views

I did a rollover distribution from one pre-tax IRA (403 plan) to another of the same. Accordingly, I will not be receiving a 1099-R. The rollover is not taxable, but the IRS says I have to report it. Based on the questionnaire I filled out on the IRS website, I am supposed to include this information on the "Pensions and Annuities" line of my tax return and write "Rollover" in the margin.

How do I do this in TurboTax? I can't even find the Pensions and Annuities line.

Thank you!

SusanY1

If you did a "Direct transfer" (like to like), you didn't have a reportable rollover.

Had the funds gone from your 403b to an IRA, for example, you would have a reportable rollover.

In your case, you don't need to report this transaction at all (which is why no 1099-R was issued.)

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"