To enter a rollover into TurboTax, you can follow these steps online:
- Click Wages & Income
- Scroll down to Retirement Plans and Social Security, Click Show more
- Click Revisit or Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Enter 1099-R as it appears on the form
- When asked Tell us if you moved the money through a rollover or conversion select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and select Continue
- On the next screen, Did you roll over all of this (Box 1) to another retirement account? answer Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and select Continue
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