I'm sorry for your loss.
The rollover is not taxable.
In TurboTax, this is how you must enter your 1099-R to make sure that it is treated as a rollover and is not taxable.
- In TurboTax, open your tax return
- Click on Federal in the left-hand column, then on Wages & Income on top of the screen
- Scroll down and locate the section Retirement Plans and Social Security and click on Show more
- Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
- When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
