AnnetteB
Intuit Alumni

Retirement tax questions

If the distribution code on your Form 1099-R does not indicate that the distribution was a direct rollover (institution to institution transfer), then you should be seeing some follow-up questions where you can indicate that the distribution was rolled into another retirement account.  

When you enter the 1099-R, there will be a series of follow-up questions to answer including “what you did with the money”.  This question is the first step to reporting that it was rolled into another retirement account. 

If you did not see the follow-up questions, go back to the 1099-R and edit the form.  Then click Continue until you have answered all the questions and you are back to the main Income page. 

You can search for '1099-r' in the box at the top of your TurboTax screen to jump directly to the 1099-R section of your return.