If you rolled over the amount within 60 days then please follow these steps to enter the distribution and rollover:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)", click "Continue"
- Select "No, I rolled over less than $XXXX" and enter the amount rolled over.
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