dmertz
Level 15

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.

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