- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Enter the 1099-R exactally as it is. TurboTax will ask what you did with the money. Say you "moved" it and then choose that you did a combination of things and enter the amount rolled back.
That should put it on the 1040 form line 4a with the amount not rolled back on 4b with the word "ROLLOVER" next to it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 8, 2021
3:36 PM