dmertz
Level 15

Retirement tax questions

Do not enter under Deductions & Credits anything regarding this rollover.  It is not a new regular contribution to your IRA.  Enter the distribution and rollover by entering the Form 1099-R under Wages & Income -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R), then answer the follow-up questions.

The April 18, 2017 date has nothing to do with this since it is a rollover, not a new regular contribution.

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