If you are not getting this question again, the easiest thing to do is to try and delete Form 1099-R and reenter it. Follow the prompts that appear after reentering it. After you enter a Form 1099-R, there is a page that asks "What Did You Do With The Money From [Retirement Plan]"?
Follow these steps to delete your 1099-R in TurboTax:
- Go to Form 1099-R
- Select the trash can next to your 1099-R and then answer Yes
You can also find your Form 1099-R by entering "1099-r" in the search bar at the top of your screen.
Click here for directions on how to enter your Form 1099-R.
Click here to contact Turbo Tax for assistance.
If you want to preview your Form 1040 in TurboTax to make sure that this rollover is not being taxed:
You can view your entire return or just your 1040 form before you e-file:
- Sign in to your TurboTax account
- Open or continue your return
- Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
- With the Tax Tools menu open, you can then:
- Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
- View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu
Click here for information on how to preview your Form 1040 before filing
If this does not resolve your issue please feel free to contact us again.
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