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Retirement tax questions
You should have gotten a form 1099-R, please follow these instructions to make it a non-taxable rollover:
- Click "Federal" from the left side of your screen
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue" and enter the information from your 1099-R
- 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)”
- Then choose “I converted all of this money to another IRA or other retirement account (or returned it to the same account.”
June 6, 2019
12:33 AM