KrisD15
Expert Alumni

Retirement tax questions

You would first enter under

"Retirement Plan and Social Security"

"IRA, 401(k), Pension Plan Withdrawals (1099-R)"

Yes

"I'll type it in myself"

"Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRSs etc."

Choose the owner of the 1099-R if applicable

Continue

Code in Box 7 should be 1

Continue through several screens to "What Did You Do With The Money? 

Select the top option "moved the money to another retirement account" 

Choose "Rolled over" from the drop-down if that was what you did. 

 

The screen may look different depending on whether you use Desktop or Online

 

 

 

 

 

 

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