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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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‎February 27, 2023
6:50 AM