Retirement tax questions

Since you did a manual rollover, you will have to enter the amount in TurboTax yourself.  Here's how:

  • In your open Federal return, choose the tab for Wages & Income
  • Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and select Edit/Add
  • On the next page, Your 1099-R Entries, Edit the 1099-R that you are discussing
  • Continue through the interview until you reach the page What Did You Do With The Money From [Name]?
  • Choose the option that you moved the money to another retirement account
  • And then choose that you did a combination of rolling over, converting and cashing out.
  • Enter the amount rolled over into another account and Continue through the interview.

This should resolve your issue.

View solution in original post