- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
If the funds were not transferred directly between IRA custodian's without ever having been paid to you personally, the From 1099-R is correct. Enter the Form 1099-R as received, indicate that you moved the money to another retirement account, then indicate the amount rolled over. TurboTax will exclude from your taxable income the amount rolled over.
‎February 7, 2024
3:52 PM