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Retirement tax questions
These steps may help you record your rollover:
Gross IRA distribution from 1099-R goes in Wages & Income section.
Was this withdrawal an RMD for 2020 > No
Yes – Moved the money to another retirement account (or returned it to the same retirement account).
Yes – Did a combination of rolling over, converting, or cashing the money.
Amount rolled over to another (or back to the same) retirement account – Enter redeposit amount.
When you finish your return, the net amount will appear on line 4b with the notation Rollover.
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April 14, 2022
8:01 PM