RobertG
Expert Alumni

Retirement tax questions

You need to go back and edit your 1099-R

 

After you enter your 1099-R Turbo Tax will ask you some questions about the distribution:

  1. When you get to the screen that says, "what did you do with the money?", choose: "moved to another retirement account"
  2. After you make this choice, more options will appear: choose: "rolled over all of this money"
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