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Get your taxes done using TurboTax
Yes, if you received a distribution and returned it within 60 days you get Form 1099-R. As leeloo mentions, if the code in box 7 doesn't indicate a direct rollover then you can enter the rollover during the interview:
Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R for the rollover
- Continue until "How much of the $XXXXX was a RMD?" screen and select "None of this withdrawal was a RMD".
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
A rollover isn't a contribution, please do not enter it in the contribution section.
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February 19, 2023
7:36 AM
1,078 Views