Return to the 1099-R input screen and check your posting.
Log into TurboTax
- Under Federal
- Select Wages & Income
- Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Select the pencil next to the rollover
- [Continue]
- You should see the 1099-R record [Continue]
- Is the IRA/SEP/SIMPLE box on this 1099-R checked? NO
- Where is your distribution from? None of the above
- What kind of retirement plan do you have with XXXX? Qualified plan
- Do any of these situations apply to you? None of these apply
- How much of the $X,XXX was an RMD? None of this withdrawal was an RMD
- This is the key line:
- Tell us if you moved the money through a rollover or conversion
- I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
- Continue the interview to the end.
You should no longer require Form 5329
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