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Get your taxes done using TurboTax
Please follow these steps to report the rollover:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- Continue "What did you do with this money from this payer?" and select "I moved the money to another retirement account (or returned it to the same account)"
- Choose “I did a combination of rolling over, converting, or sashing out money" and enter the amount next to "Amount rolled over to another (or back into the same) retirement account"
@FLfiler21
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April 25, 2021
6:29 AM