- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
@jimthomson1313 You have to answer some questions in the form 1099-R entry screen in TurboTax to fix your problem.
After you enter your 1099-R form, you will see a screen that says What Did You Do With The Money from (name of investment.) To which you should answer that you moved the money to another retirement account and also that you did a combination of rolling over, converting, or cashing out the money. Then, you will see a box where you can enter the amount you rolled over to another retirement account. The amount you enter there will not be taxed.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 17, 2022
1:04 PM