DanaB
Expert Alumni

Retirement tax questions

You should have gotten a form 1099-R, please follow these instructions to make it a non-taxable rollover:

  1. Click "Federal" from the left side of your screen
  2. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  4. Click "I'll Type it Myself"
  5. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  6. Click "Continue" and enter the information from your 1099-R
  7. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account (or returned it to the same retirement account)
  8. Then choose “I converted all of this money to another IRA or other retirement account (or returned it to the same account.”

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