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J
jo_ann_brown
April 7, 2025
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?

  • April 7, 2025
  • 1 reply
  • 0 views
How are gross distributions from one insurance company to another insurance company reported?

1 reply

M
MAK70
April 7, 2025

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.

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