LenaH
Employee Tax Expert

Retirement tax questions

First, you will need to input your 1099-R. Then, on the screens that follow your input, you will be asked about rollovers. This is on the screen, Tell us if you moved the money through a rollover or conversion, which is below for additional reference. Answer this question according to the details of your transfer. 

 

To get to the 1099-R area of TurboTax, please follow the instructions below:

  1. Open your return. 
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

 

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