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Retirement tax questions
Please try these steps to get to the 1099-R entry section if the "jump" function doesn't work for you:
- Login to your TurboTax Account
- Click "Federal" from the left side of your screen
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Enter your 1099-R
- Continue until "How much was a RMD?" and select "none"
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
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ā€ˇFebruary 6, 2021
8:22 AM