DanaB27
Expert Alumni

Retirement tax questions

Please try these steps to get to the 1099-R entry section if the "jump" function doesn't work for you:

 

  1. Login to your TurboTax Account 
  2. Click "Federal" from the left side of your screen
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Enter your 1099-R
  5. Continue until "How much was a RMD?" and select "none"
  6. 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)"
  7. Continue answering the questions.

 

@Jaavenor 

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