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Get your taxes done using TurboTax
Lets take this one question at a time:
Option 3> or NO. (I indicated NO), as the money came from my traditional IRA account.
- This is correct
Then TurboTax asks if "I inherit the IRA from my broker" I indicated NO.
- This is also correct
What did you do with the money from (broker's name):
option 1 >> I moved the money to another retirement account (or returned it to the same retirement account)
- Option 1 is correct
Then turbo tax asks: Chose which of the following applies:
Option 1 >> I rolled over all of this money.
- From what you stated I believe you rolled 0ver 100% of the funds.
Please contact us again with any questions, and provide some additional details.
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‎February 21, 2024
10:58 AM