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TurboTax Help

Where do I enter an IRA rollover?

You should get a Form 1099-R from your IRA custodian which reports the rollover. To enter the information, follow these steps:

  1. Search for 1099-R and select the Jump to link in the search results.
  2. Continue through the screens to import or enter your 1099-R form.
  3. When asked What did you do with the money from (bank)? select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and Continue.
  4. On the next screen, Did you rollover all of this (Box 1) to another retirement account? answer Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and Continue.

If taxes were withheld in box 4 of your form, they'll either be added to your refund or applied to your tax liability.

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