You will be asked about the rollover during the interview. Once form 1099-R is entered, please be sure to answer follow-up questions. One of them will ask what you did with the money; please check the box indicating that you moved the money to another retirement account and the rollover tax treatment will be applied.
- Federal Taxes
- Wages and Income
- Scroll down to Retirement
Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R)
