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Retirement tax questions
Type '1099r' in the Search area, then click on 'Jump to 1099r'.
After you enter your 1099-R, you will get a follow-up screen asking 'if you took this money out because of a qualified disaster (including Covid-19)'.
Continue, and you will get a screen asking 'if you rolled it over to an IRA or returned to the same account'. (screenshot).
If you didn't rollover the entire amount (including any taxes withheld), click this link for info on How to Be Notified when Form 8915-E is Ready.
Click this link for info on How to Enter a 1099-R.
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‎February 4, 2021
4:39 PM