You should get a Form 1099-R from your IRA custodian which reports the rollover. To enter the information, follow these steps:
- Open or continue your return.
- Navigate to the 1099-R section:
- TurboTax Online/Mobile: Go to 1099-R.
- TurboTax Desktop: Search for 1099-R and select the Jump to link.
- Continue through the screens to import or enter your 1099-R form.
- When asked 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) and select Continue.
