- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, you will have to enter the 1099-R into TurboTax but a rollover won't be included in your taxable income.
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- Answer all follow-up questions carefully.
You can verify your entry by looking at line 5b (taxable amount) it should be $0 ( if this was your only distribution).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 20, 2021
6:04 AM