Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
D
debcreeley5312
February 2, 2025
Question

Will my John Hancock 179,797.79 roll over into my Clinton National Bank will it show

  • February 2, 2025
  • 1 reply
  • 0 views
I rolled my John Hancock over to Clinton National Bank

    1 reply

    M
    MAK70
    February 2, 2025

    If you received a 1099-R from John Hancock, you can indicate that there was a rollover in TurboTax.  If it was a trustee-to trustee rollover, you should not receive a 1099-R because John Hancock is not required to provide one.  

     

    See Rollovers of retirement plan and IRA distributions.

    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsCookie settingsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification