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Get your taxes done using TurboTax
Stay in Deluxe. You don't need to upgrade. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions.
Just enter the 1099R. It will ask what you did with it. What code is in box 7? A G is for direct transfer.
Pick I moved it to another retirement account even if you put it back into the same account.
Then choose - I did a combination of rolling over, converting or cashing out the money
It will automatically put Rollover by line 4b.
March 1, 2024
4:59 PM
599 Views