dmertz
Level 15

Retirement tax questions

These are rollovers, not new contributions.  Enter the rollovers by entering the Forms 1099-R under Wages & Income -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R) and in the questions that follow indicate that you moved the money to another retirement account (or returned it to the same account) and indicate the amount of each distribution that you rolled over back into the IRAs.  Remove any entries you make with regard to this under Deductions & Credits -> Retirement and Investments -> Traditional and Roth IRA Contributions.

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