Yes, You should have received a 1099-R that represents the rollover amount.
You will post this as a normal 1099-R.
To Post a 1099-R
Log into TurboTax
- Under Federal
- Select Wages & Income
- Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Now Edit or Add another 1099-R
- Enter your Broker or plan administrator information.
- Follow the interview.
As you go through the interview, it will ask:
What did you do with the money?
- One option is that you rolled it over.
Again, continue to the end of the interview.
Please contact us again with any additional questions or to provide some additional details.
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