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IRA rollover _ How to record properly in Turbo Tax - Directions please!
I had a IRA which was rolled over in its entirety last year from one financial institution straight to another with no funds disbursed to me. The issuing entity issued a 1099-R and the new brokerage firm sent me a form 5498. How do I incorporate this move into my return on TT Deluxe? It's not readily transparent what I need to do in order to finish my return and where exactly to put the info/data in the return! Please, I need specific guidance/instructions on how to proceed and successfully navigate this development so I move on and be finished. Thank you.
‎April 4, 2024
7:06 PM