ThomasM
New Member

Retirement tax questions

After you enter your 1099-R into TurboTax, you'll be asked some questions about the distribution.  One of these questions will be What did you do with the money?  You'll check the box saying you moved it to another retirement account (or returned it to the same account).  Then you'll be asked how much of it you put back, and you'll say all of it.

Those two answers will result in the distribution not being taxed.

You'll find the entry section by following this pathway:  Federal Taxes > Wages & Income > Retirement Plans & Social Security > IRA, 401k, Pension Plan Withdrawals (Form 1099-R).

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