DanaB27
Expert Alumni

Get your taxes done using TurboTax

If you returned the funds within 60 days then please follow these steps to enter the rollover:

 

  1. Open you return in TurboTax 
  2. Click "Federal Taxes" on the top and select "Wages & Income"
  3. Click "I'll choose what to work on"
  4. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  5.  Enter the information from your 1099-R
  6. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account
  7. Then choose “I did a combination of rolling over, converting, or cashing out money.” and enter the amount of $150,000 next to "Amount rolled over to another (or back to the same) retirement account
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