ColeenD3
Expert Alumni

Retirement tax questions

If your 1099-R has a Code G to indicate the rollover, just enter the form exactly as it appears.

 

If you took the money and then rolled it over yourself within 60 days, you will need to take some extra steps. If this was an IRA rollover or conversion, answer the question that you moved the money to another retirement account (can be the same account).  The screen will open up with choices of where it was moved. For a partial rollover say you moved the money then enter the amount of rollover.