IRS Form Guides
Incorrectly reporting a rollover is the fastest way to trigger an IRS audit. These guides show you exactly how to report your rollover on common IRS forms to ensure your tax-free status is preserved.
🏦Form 1099-R
Form 1099-R for 401(k)
How to report a 401(k) rollover on IRS Form 1099-R.
View Guide →Form 1099-R for 403(b)
How to report a 403(b) rollover on IRS Form 1099-R.
View Guide →Form 1099-R for 457(b)
How to report a 457(b) rollover on IRS Form 1099-R.
View Guide →Form 1099-R for TSP
How to report a TSP rollover on IRS Form 1099-R.
View Guide →Form 1099-R for Traditional IRA
How to report a Traditional IRA rollover on IRS Form 1099-R.
View Guide →Form 1099-R for Roth IRA
How to report a Roth IRA rollover on IRS Form 1099-R.
View Guide →Form 1099-R for SEP IRA
How to report a SEP IRA rollover on IRS Form 1099-R.
View Guide →Form 1099-R for SIMPLE IRA
How to report a SIMPLE IRA rollover on IRS Form 1099-R.
View Guide →Form 1099-R for Pension Plan
How to report a Pension Plan rollover on IRS Form 1099-R.
View Guide →🏦Form 5498
Form 5498 for 401(k)
How to report a 401(k) rollover on IRS Form 5498.
View Guide →Form 5498 for 403(b)
How to report a 403(b) rollover on IRS Form 5498.
View Guide →Form 5498 for 457(b)
How to report a 457(b) rollover on IRS Form 5498.
View Guide →Form 5498 for TSP
How to report a TSP rollover on IRS Form 5498.
View Guide →Form 5498 for Traditional IRA
How to report a Traditional IRA rollover on IRS Form 5498.
View Guide →Form 5498 for Roth IRA
How to report a Roth IRA rollover on IRS Form 5498.
View Guide →Form 5498 for SEP IRA
How to report a SEP IRA rollover on IRS Form 5498.
View Guide →Form 5498 for SIMPLE IRA
How to report a SIMPLE IRA rollover on IRS Form 5498.
View Guide →Form 5498 for Pension Plan
How to report a Pension Plan rollover on IRS Form 5498.
View Guide →📋Form 1040
Form 1040 for 401(k)
How to report a 401(k) rollover on IRS Form 1040.
View Guide →Form 1040 for 403(b)
How to report a 403(b) rollover on IRS Form 1040.
View Guide →Form 1040 for 457(b)
How to report a 457(b) rollover on IRS Form 1040.
View Guide →Form 1040 for TSP
How to report a TSP rollover on IRS Form 1040.
View Guide →Form 1040 for Traditional IRA
How to report a Traditional IRA rollover on IRS Form 1040.
View Guide →Form 1040 for Roth IRA
How to report a Roth IRA rollover on IRS Form 1040.
View Guide →Form 1040 for SEP IRA
How to report a SEP IRA rollover on IRS Form 1040.
View Guide →Form 1040 for SIMPLE IRA
How to report a SIMPLE IRA rollover on IRS Form 1040.
View Guide →Form 1040 for Pension Plan
How to report a Pension Plan rollover on IRS Form 1040.
View Guide →📋Form 8606
Form 8606 for 401(k)
How to report a 401(k) rollover on IRS Form 8606.
View Guide →Form 8606 for 403(b)
How to report a 403(b) rollover on IRS Form 8606.
View Guide →Form 8606 for 457(b)
How to report a 457(b) rollover on IRS Form 8606.
View Guide →Form 8606 for TSP
How to report a TSP rollover on IRS Form 8606.
View Guide →Form 8606 for Traditional IRA
How to report a Traditional IRA rollover on IRS Form 8606.
View Guide →Form 8606 for Roth IRA
How to report a Roth IRA rollover on IRS Form 8606.
View Guide →Form 8606 for SEP IRA
How to report a SEP IRA rollover on IRS Form 8606.
View Guide →Form 8606 for SIMPLE IRA
How to report a SIMPLE IRA rollover on IRS Form 8606.
View Guide →Form 8606 for Pension Plan
How to report a Pension Plan rollover on IRS Form 8606.
View Guide →