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I transferred money from my TIAA to my Vanguard IRA account, how do I list this
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June 4, 2019
2:37 PM
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Retirement tax questions
You should receive a 1099-R for this transaction to be entered per the below directions:
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
June 4, 2019
2:37 PM