You should have received a 1099-R for the rollover. Please enter this 1099-R and TurboTax will ask you questions about the rollover depending on the code in box 7.
Please follow these instructions to enter your Form 1099-R :
- Login to your TurboTax Account
- Click "Federal" from the left side of your screen
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue"
- Enter your Form 1099-R
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