Retirement tax questions
Here are the steps to indicate the rollover in TurboTax Online:
- Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
- Enter the information from the 1099-R, continue through the interview questions.
- You will come to a screen that says "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)"
- On the next screen, indicate you rolled over the entire amount to another retirement account.
