DanaB27
Expert Alumni

Retirement tax questions

As Critter-3 and fanfare mentioned you will indicate the rollover in the follow-up questions. Please see the steps below:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R
  4. Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
  5. Continue answering the questions.

 

@rrusaw 

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