DavidD66
Expert Alumni

Retirement tax questions

Forms 1099 do not show the amounts that rolled into another, or the same IRA unless it is a "direct rollover" - trustee to trustee.  After you enter your 1099-R you will be on IRA summary screen.  Be sure to click on "Continue" and the answer the questions.  One of the questions will be "What did you do with the money" and one of your choices will be rolled it all into another or the same IRA.  Answering that question will keep your distribution from showing as taxable on your tax return.

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