dmertz
Level 15

Retirement tax questions

Enter the Form 1099-R as received and in the follow-up questions indicate that you moved the money to another retirement account (or back to the same account) and that you rolled over all of the money.  TurboTax will place the gross amount on Form 1040 line 16a (or Form 1040A line 12a) but will exclude this amount from the taxable amount on line 16b (or 12b).  TurboTax will also put the word "ROLLOVER" next to this line.