DavidD66
Expert Alumni

Retirement tax questions

If you moved your traditional IRA from custodian to another custodian, you should have received a Form 1099-R from the first IRA custodian.  

 

You can import or upload your 1099-R, or manually enter the information yourself.

Here's how to navigate to the 1099-R section:

  • TurboTax Online/Mobile: Go to 1099-R.
  • TurboTax Desktop: Select Search Topics. Search for and select 1099-R.
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