DaveF1006
Expert Alumni

Retirement tax questions

Yes, you do have the opportunity to indicate that when you enter your 1099-R. 

  1. After the 1099-R has been entered, there are some follow up screens that ensue.
  2. The second follow up screen should ask What Did You Do With the Money From This Payer?
  3. Here is where you will check the box that says I Moved the Money to Another Retirement Account.
  4. This is what that screen looks like.

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