SusanY1
Expert Alumni

Retirement tax questions

You will enter the Form 1099-R exactly as you have received it showing the full $12,000 distribution.  After entries are complete in this section of TurboTax you will continue to an interview section where you will be afforded the opportunity to indicate that you rolled over a portion.

 

You will then only be taxed on the portion that you did not roll over.  

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