DavidD66
Expert Alumni

Get your taxes done using TurboTax

Enter the Form 1099-R without making any adjustments. 

 

After you enter(ed) the 1099-R, there is a page that asks "What Did You Do With The Money From [Retirement Plan]"? 

 

Be sure you indicate that you "rolled over all of this money to an IRA or other retirement account (or returned it to the same account)." See Screen Shot #2 below.

 

Answering these questions correctly will result in your distribution showing up as non-taxable.

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