You will need to edit your 1099-R's to indicate what amount was a rollover. Let's see what we can do.
- Go to federal>wages and income or income and expenses>all income
- Retirement plans and Social Security>show more
- Ira (401K), pension plan Withdrawals(1099R) Review
- Now you should reach a summary screen listing both 1099-R's. Here you will need to choose which 1099-R to review or if they both need reviewing, this is what you will do.
- After selecting review on the 1099-R, scroll through the screens until you reach a screen that says, Tell us if you moved the money through a rollover or conversion
- Here you will indicate that you I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
- The next screen will say Did you rollover the gross amount of $15,600 (Box 1) to another retirement account?
- Here you will indicate you rolled over $8000.
- After this is done, please check your preview screen to see if this was recorded correctly.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
