dmertz
Level 15

Retirement tax questions

When you enter the Form 1099-R reporting the distribution, you'll simply tell TurboTax that you rolled the money over to another retirement account (or returned it to the same account) and the amount that you rolled over.  Unlike 2019 TurboTax, 2020 TurboTax will permit you to report the distribution as having been rolled over despite the distribution having been made to a non-spouse beneficiary.