To enter the
information from your 1099-R in TurboTax, and indicate that you rolled over part
of the distribution, please follow these steps:
- Click on Federal Taxes >
Wages & Income [In TT Home & Biz: Personal >
Personal Income].
- Scroll down to the Retirement
Plans and Social Security section and click on the Start/Revisit box
next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). [See
Screenshot #1, below.]
- If you've already entered one (or
more) 1099-Rs, you will see a screen Your1099-R Entries. Click
on the link Add Another 1099-R. [Screenshot #2]
- If you haven't already entered a
1099-R, you will see the screen, Your1099-R. Click Yes and
then Continue.
- You can either import your 1099-R
or click on the I'll type it in myself box. [Screenshot #3]
- A few screens after the 1099-R
entry screen you will see a screen, What Did You Do With The Money From
This Payer?
- Mark the button [You] moved the money to
another retirement account (or returned it to the same retirement
account). [Screenshot #4]
- In the Choose which of the
following applies section, select that you did a combination of rolling over, converting, or cashing out
the money.
- In the next section that appears (Tell us how much…) enter the amount you returned back to the account in the box - Amount rolled over to
another (or back to the same) retirement account.
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