Retirement tax questions

ReginaM · ‎January 27, 2020

You may want to check the data in TurboTax to make sure that it was entered correctly, While in TurboTax follow these steps:

Select Search in the top right hand side of your screen,
Enter 1099R,
Select Jump to 1099R,
Select the IRA in question,
Select Edit,
Be sure that Box 7 shows G (this is for a direct rollover distribution). See IRS Instructions for 1099-R, page 17 for more information.

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