Retirement tax questions

You should have gotten a 1099-R about your rollover.  

 

Where do I enter my 1099-R?

 

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
  4. If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  5. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

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