Retirement tax questions

If you did a rollover, you may have entered something wrong in TurboTax. Delete the IRA that you entered. 

• If you're using TurboTax Online software and need to delete a form, click here.
• If you're using TurboTax CD\Download software and need to delete a form, click here

To enter your Rollover:

1. Open (continue) your return in TurboTax.
2. Select Pick up where you left off. 
3. On the left side menu, select Federal, Wages & Income.
4. On the Let's get the details on your 2022 income... screen or the Wages and income screen, scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) then Edit/Add.
5. If you get the Review your 1099-R info screen, select Add another 1099-R and Continue. 
6. On the Let's import your tax info screen, select Change how I enter my form.
7. On the How would you like to upload your 1099-Form screen, select Type it in myself.
8. Continue with the onscreen interview until you get to the Tell us if you moved the money through a rollover or conversion screen and select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and Continue.
9. On the Did you rollover all of the XXX (Box1) to another retirement account? screen and select Yes, I rolled over XXX to another traditional IRA or retirement account (or returned it to the same account and Continue.
10. You should get a message, "Good news! You don't owe taxes on your rollover."