DawnC
Expert Alumni

Retirement tax questions

You enter the rollover information if any when you enter the 1099-R form into TurboTax.   You should not need to enter anything in the Investment Deductions section.   After you enter the 1099-R, there will be follow-up questions where you will indicate that a portion of the distribution was returned - the rollover portion will not be taxable.    You have to go all the way through the 1099-R section to get to those questions.    What code(s) are in box 7 of your 1099-R?   @jimandkathy10 

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