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Retirement tax questions
That was an indirect rollover and is non-taxable. The screen to declare this appears after you complete your 1099-R.
Enter your 1099-R just
as it is issued.
TurboTax will then ask a series of questions so the program can determine if the amount is taxable or not.
At the What Did You Do with The Money screen indicate that I moved the money to an IRA or another retirement account and then select rolled over down below.
You won't need to do anything with the 5498.
‎June 1, 2019
12:11 AM