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Deductions & credits
If you took the funds out of the IRA and then redeposited them into the IRA, you can indicate this in TurboTax by following these steps:
- A few screens after the 1099-R input screen, you should see a screen, What Did You Do With The Money From this Payer?
- Mark the radio button next to moved the money to another retirement account (or returned it to the same retirement account).
- Below the grey line, click the radio button next to I rolled over all of this money"
- Click Continue.
‎January 27, 2021
10:11 AM