After you enter the Form 1099-R reporting your distribution, the key is in the answers to the follow-up questions you will see.
Be sure to Continue through all the screens and follow-up questions until you get back to the main income screen. Here is the general process:
- One of the questions should be What did you do with the money?
- Choose I moved the money to another retirement account (or returned it to the same retirement account)
- Then, choose I rolled over all this money....
- Continue through the remaining questions until you are back to the 1099-R Entries summary page
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