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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.
‎June 3, 2019
4:35 PM