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Get your taxes done using TurboTax
To clarify, was this distribution a RMD? If yes, please be aware you cannot rollover RMDs. If you took more than your RMD then you are able to rollover the extra amount. In this case you need to review your RMD answers.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- On the "Required Minimum Distribution" screen enter RMD for this account
- Select "Some of this distribution…" and enter the RMD amount (the rest of the distribution can be rolled over).
- Continue until you get the "Tell us if you moved the money through a rollover or conversion"/ “What Did You Do With The Money” screen.
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April 13, 2025
5:14 AM