DanaB27
Expert Alumni

Get your taxes done using TurboTax

Please follow these steps to report the rollover:

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. 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)"
  5. 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"

 

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