SusanY1
Expert Alumni

Get your taxes done using TurboTax

After you enter the 1099-R as issued, TurboTax will ask additional questions to determine the rollover status.  You will be asked "What did you do with this money?".  At this point in the interview select "[name] moved the money to another retirement account (or returned it to the same retirement account.) 

This will allow the software to treat the amount properly as a roll over. 

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