janwithTT
Returning Member

Retirement tax questions

AnnetteB6 - You suggested: 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'.  

 

I only get the question What Did You Do With The Money? when I am entering the 1099-R forms for my pension plans.  In those cases Box 7. Has a "7" in it, not a "G" like with my rollover