Retirement tax questions

When they transferred the forum to a new site the attached screenshots were lost ... the instructions are correct so follow them ... I suggest you delete the 1099-R and start the process again ...

 

Go on through the next couple of screens entering your information.  When you get to “Enter your 1099-R”, you will enter all the information exactly as it is reported on your Form 1099-R. 

  • When you get to the screen titled "What Did You Do With The Money from (Name of Broker)?" Indicate that you moved the money to another retirement account (or returned it to the same retirement account).
  • Then indicated you did a combination of rolling over, converting or cashing out the money.
  • And how much you rolled over to another (or back to the same) retirement account.