DaveF1006
Employee Tax Expert

Retirement tax questions

You would not enter this as a contribution. Instead you will enter this in your 1099-R screen.

This is the best way to enter each 1099-R. Just remember when you enter these all, you must check IRA/SIMPLE/SEP box for each of the 1099's.

  1. log into turbo tax 
  2. Go to federal>income and expenses
  3. Retirement plans and Social Security>show more 
  4. Ira (401K), pension plan Withdrawals(1099R) Start
  5. After entering your 1099R you will scroll through several screens until you reach a screen that says  Tell us if you moved the money through a rollover or conversion.
  6. Here is where you will enter the information about your rollover.
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