MarilynG1
Expert Alumni

Retirement tax questions

Make sure you check the 'Trustee to Trustee' option when entering your 1099-Q.  There's a question in the 1099-Q interview asking if the funds were rolled over to another qualified plan.  If using TurboTax Desktop, you can also indicate that directly on the Form 1099-Q.  

 

If you still get an error, you could delete Form 1099-Q and step through the interview again. 

 

@user17715594643 

 

 

 

 

 

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