DaveF1006
Expert Alumni

Retirement tax questions

You will need go to the 1099R where the rollover occurred.  

  1. Check the 1099R that you performed the rollover from to see if there is a code 8 in Box 7. If there is another code listed.
  2. Scroll through your entries until you reach a screen asking you what you did with the money. Here you can say you moved it to another retirement account or put it into the same retirement account.
  3. Now check to see if the word rollover appears.
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