Retirement tax questions

You can report it this year or next. if you wish to report it this year, you will need to create a substitute 1099-R.

1. Open (continue) return if you don't already have it open.
2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
3. Answer Yes on the first screen
4. next screen choose I will choose to enter my form.
5. Next screen asks how you will like to enter this, indicate you will type it in your self.
6. Next screen say its for you. Next screen indicate it's from a Financial institution>continue
7. Next is where you enter information. 
8. in order to create a substitute 1099-R, you will need to obtain and name, address, and payer TIN as required so you can record the information properly on the form. Make sure you check the IRA/SIMPLE/SEP box. 
9. Enter Code J as the distribution code in Box 12.
10. In he next few screens, it will ask what did with the money, indicate that you performed a rollover into another retirement account.
11. The next screen is where you will check that you are creating a substitute 1099-R
12. You will navigate and answer questions in the next few screens but you eventually come to a Substitute 1099-R agreement>continue\
13. Then you will enter an explanation for this substitute 1099R. indicate you that you returned an excess contribution.