ThomasM125
Expert Alumni

Get your taxes done using TurboTax

If your pension distribution was transferred to another IRA within sixty days as a qualifying rollover, you should indicate in TurboTax that you rolled the funds over to another retirement account.  You will see a screen after you enter your Form 1099-R that says What Did you Do With The Money from (name of pension), to which you answer I did a combination of rolling over, converting, or cashing out the money:

 

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