- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes.
This is a nontaxable roll-over.
Enter your form 1099-R by following these steps:
- In TurboTax, open your tax return
- Click on Federal, then on Wages & Income
- Locate the section Retirement Plans and Social Security and click on the arrow on the right
- Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
- Enter your form 1099-R and follow the interview
- When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎January 30, 2024
12:46 PM