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Retirement tax questions
The option to show the rollover comes up during the 1099-R interview, several screens after you enter your 1099-R information. When TurboTax asks What did you do with the money?, check moved the money to another retirement account. This will open a few additional choices, including rolled over all of this money. (See screenshot below)
To enter your rollover:
- Continue your return in TurboTax. (If your return isn't open, you'll need to sign in and click Take me to my return.)
- Click My Account (top right of your screen).
- Click Tools.
- Click Topic Search.
- In the search bar, type 1099-r.
- In the results box, highlight 1099-r and click Go.
- You'll land on the Your 1099-R page, which asks Did you have any of these types of income in 2016? Select Yes, then click Continue.
- Follow the prompts to either import or manually enter your 1099-R form and finish the interview, paying careful attention to the rollover questions if you made an indirect rollover.
You can read the difference between direct and indirect rollover :
‎June 6, 2019
8:54 AM