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    DRobe72459's Avatar
    DRobe72459 Posts: 1, Reputation: 1
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    #1

    Feb 26, 2008, 06:21 PM
    Retirement rollover
    Hi...

    I'm new to this so please help me out. I recently left a job and rolled over my retirement into another account. I received a 1099 from the previous investment company that I was using. It shows the totals (I rolled over the entire account) but shows no taxable amount. I usually use a 1040EZ form. Since I rolled this over, I shouldn't have to pay tax. What federal form should I use to do my taxes (I do them myself) if I can't use the 1040EZ form.

    Thanks
    ebaines's Avatar
    ebaines Posts: 12,131, Reputation: 1307
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    #2

    Feb 27, 2008, 09:03 AM
    You can use either form 1040A or 1040. You will show the rollover on line 16 of form 1040, or line 11 of 1040A, and the taxable amount should be $0.
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