JohnB5677
Employee Tax Expert

Get your taxes done using TurboTax

You should have received a 1099-R for the rollover amount.  The key question is going to be:

  • "What did you do with the money from this payer".
  • The answer is "Taxpayer moved the money to another retirement account".
  • A drop down will appear
  • Select "Taxpayer rolled over all of this money to another traditional IRA".

If you indicated that it was rolled over to a ROTH it would be taxable.

If for some reason this does not resolve the issue, delete it and post it again.

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