dmertz
Level 15

Retirement tax questions

This was not a loan from your IRA because IRAs are not permitted to make loans.  Instead, this was a distribution and rollover from your IRA.

Enter the Form 1099-R under Wages & Income -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099R).  In the follow-up, indicate that you moved the money to another retirement account (or back to the same account) and indicate the amount that you rolled over.

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