I moved a 401k account from an ex-employer to an existing mutual fund
retirement account. I did not take any lump sums, but yet, I received
a 1099 form. The taxable income reported was zero, but it shows the
total amount transferred in box1 .
The question: Do I need to report this? And how? I am using TurboTax
basic for web.
- posted 11 years ago