Please follow these steps to enter your 1099-R:
- Login to your TurboTax Account
- Click on Search on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- 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)"
- Select that less then the full amount was rolled over and enter the amount that was rolled over to the traditional IRA
- Continue answering the questions.
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