MindyB
Expert Alumni

Retirement tax questions

You can do this by revisiting the 1099-R section in TurboTax Online. 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 will ask "Did you roll over all of this $XXX (Box 1) to another retirement account?", select "Yes, I rolled over $XXX to another traditional IRA or retirement account (or returned it to the same account."