To enter your 1099-R Rollover information, follow these steps:
- Search for 1099-R and select the Jump to link in the search results.
- Enter the information from your 1099-R form and answer the questions about the rollover.
- When asked What did you do with the money from (bank)? select I moved the money to another retirement account (or returned it to the same retirement account) and I rolled over all of this money.
If taxes were withheld in Box 4 of your form, they'll either be added to your refund or applied to your tax liability.
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