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Retirement tax questions
If you rolled it over to a traditional IRA within 60 days, then that is how you answer the questions in TurboTax after entering the 1099-R. If any tax was withheld at the time of the distribution, did you bring the total amount rolled into the IRA back up to the total distribution amount or did you only rollover the net amount after taxes? Be sure to make that distinction if necessary.
Use the search function to find where to enter the 1099-R. Type 1099-R in the search box and click on jump to 1099-R.
‎June 3, 2019
4:23 PM