I did not use Easy Step for this process as I think the questions don't do the trick. Go to the top of the page and select "Open a Form". From the list which appears select 1099-R. Fill out the top part of the 1099-R exactly as it was sent to you by your investment company. Part way down the form you will see "RMD". Check the box if it was all a RMD or if this was a partial amount of the distribution. If it is not a MRD skip this step. Scan down to page 2 and look for line B1 for a full rollover or B2 for a partial and put in the amount of the rollover from Form-5498. The program will calculate the correct taxable distribution ($0.00 if it was a full rollover) and put "Rollover" on you 1040. Hope that helps!
