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Retirement tax questions
If you have a 1099-R for a 401k withdrawal (distribution), and you rolled it over into another qualified plan (like an IRA), then you indicate in Turbotax that it was a rollover. Enter the 1099-R and keep going (click "next" or whatever) -- don't skip out -- and there will eventually be a question about "What did you do with the money" and one of the choices will be a rollover. Turbotax doesn't need to know that the rollover was after 60 days as long as you self-certified to the plan that you met one of the exceptions and the plan accepted it.
‎April 16, 2025
6:09 AM