MaryK4
Expert Alumni

Retirement tax questions

You must enter the 1099-R first- this will shoe the distribution.  In the follow-up questions, you can indicate how much you rolled over (from the 5498) and TurboTax will do the rest 

 

 

When you roll over a retirement plan distribution, you generally don’t pay tax on it until you withdraw it from the new plan. By rolling over, you’re saving for your future and your money continues to grow tax-deferred.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"