dmertz
Level 15

Deductions & credits

  1. Delete the 1099-R form from TurboTax
  2. Reenter the Form 1099-R manually exactly as received.
  3. Indicate that none of the distribution was RMD
  4. Indicate that you moved the money to another retirement account or returned it to the same account
  5. Indicate that amount rolled over.
  6. Observe that this amount is excluded from the taxable amount on From 1040 line 4b and the the word ROLLOVER appears next to the line.