JohnB5677
Expert Alumni

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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