DanaB27
Expert Alumni

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. 

 

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. 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"

View solution in original post