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October 9, 2019
Question

Where do I enter a 401K Retirement distribution that was rolled over to another 401K account?

  • October 9, 2019
  • 1 reply
  • 0 views
I didn't receive any money paid out.

1 reply

DoninGA
Employee
October 9, 2019

You should have received a Form 1099-R for the distribution.  Where asked what you did with the money just indicate moved it to another retirement account.

 

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R