ErnieS0
Expert Alumni

Retirement tax questions

The choice is not on a dropdown list. After you enter your 1099-R info, there are more screens.

 

TurboTax will ask Did you rollover all of this $xx (Box 1) to another retirement account?

 

Say No, I rolled over less than $xx and enter the Actual amount rolled over that was put back into your account.

 

TurboTax will take you back to the 1099-R summary screen. You're all done with that part.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"