DaveF1006
Expert Alumni

Retirement tax questions

Please follow the instructions in this link.  Here is a summary on how you report this as a rollover.: 

  1. Enter the 1099R exactly how it is on the form. For the rollover RMD, if it doesn't have a code G
  2. There will then be a series of followup questions after you enter the 1099R.  One of those questions will ask:
  3. What you did with the money.  Here is the option where you would enter that you moved money to another retirement account.

 

 

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