BillM223
Expert Alumni

Retirement tax questions

In the interview in TurboTax after you enter the numbers for the 1099-R, there will be one or more screens that ask you questions. 

 

One of them will ask you, "What did [name] do with the money?" Say , "[name] moved the money to another retirement account". Then it will ask you how much of the distribution was handled this way. Now that amount is non-taxable.

 

Don't worry about the 1099-R.

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