- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
OK. When you enter this 1099-R in the program, one of the interview questions will ask what you did with the money. The correct answer is "You moved the money to another retirement account". I've added a sample screenshot of what you will see. This is where you tell the IRS you did a rollover.
‎June 4, 2019
7:09 PM