If you are using the desktop version of TurboTax and you want to enter a rollover, select the following:
- Federal
- Wages and Income
- Ill Choose what I work on
- Start next to IRA, 401k, Pension Plan Withdrawals (1099-R) under the Retirement Plans and Social Security heading mid way down the screen
- Walk through the steps to enter your 1099-R
- About 4 questions after you enter your 1099-R you will be asked what did you do with the money, select I moved the money to another retirement account
- Select I rolled over all of the money or I did a combination of things
- continue through entering the amounts you rolled over
Your rollover must have occurred within 60 days of the distribution. If it did, you can click on the "rolled over" hyperlink to be sure you meet all the criteria to have your transfer count as a rollover for tax purposes.
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