DaveF1006
Expert Alumni

Retirement tax questions

Here is specifically how to enter.

 

  • Open or continue your return.
  • In the Federal section, select Wages & Income.
  • Scroll to locate Retirement Plans and Social Security.
  • Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • Continue through the screens to import or enter your 1099-R form.
  • When asked Tell us if you moved the money through a rollover or conversion select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and select Continue.
  • On the next screen, Did you roll over all of this (Box 1) to another retirement account? answer Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and select Continue.

@kbacon123 

 


 

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