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Retirement tax questions
You enter the 1099R as normal. The same way as if it was income. Then it will ask what you did with it. Say you rolled it over.
Enter a 1099R under
Federal Taxes Tab or Personal (Home & Business)
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit
If you are filing a Joint return be sure to pick which person it is for.
‎April 26, 2021
11:36 AM