LindaB1993
Expert Alumni

Retirement tax questions

After entering the 1099-R, you should answer the followup questions which ask what you did with the money. That is where you indicate that you rolled it over within 60 days of the distribution. 

  • Select Edit on the Form 1099-R that the rollover applies to
  • When you get to the question "What did you do with the money?" select " I moved the money to another retirement account"
  • Then choose "I rolled over all this money"

This should correct the problem.  If it does not, delete the entire entry, and re-enter by answering the questions again.

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