DanaB27
Expert Alumni

Deductions & credits

You can enter in TurboTax that you rolled the distribution over to an IRA and added the amount of the withheld taxes from your own funds to have to whole distribution amount as a rollover.

 

Please follow these steps to enter your 1099-R and rollover to an IRA:

  1. Open you return in TurboTax 
  2. Click on "Search" on the right top and type “1099-R” in the box
  3. Click on “Jump to 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" then select "I rolled all of this money to an IRA..."
  5. On the "How much money did you actually deposit" screen answer "yes, I added $xxxx to $xxxx"
  6. Continue answering the questions.

 

 

 

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