MindyB
Expert Alumni

Retirement tax questions

You can revisit the 1099-R section. After entering the data, you will come to a screen with the heading  "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)"
  • Next screen - Choose that you rolled over less than the total distribution
  • A box will populate asking for the exact amount.  Enter the amount you repaid.