AnnetteB6
Expert Alumni

Retirement tax questions

Try going back to where you entered the Form 1099-R.  One of the follow-up questions should ask What Did You Do With The Money? and the answer choices are 'moved the money to another retirement account' or 'did something else'.  Choose the 'moved the money to another retirement account' option and then select that it was 'rolled over'.  

 

That should take care of removing it from your taxable income.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"