Retirement tax questions

After you entered the Form 1099-R there would have been a series of screens asking various questions.  One of the screen would have asked what you did with the money, you should have indicated that you moved the money to the original or another tax deferred account.

 

Making this a Rollover.  On your federal tax return, Form 1040 on Line 4b the taxable amount entered should be 0 and there will be the word ROLLOVER entered to the left of Line 4b.

 

Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.