I have a 1099-R from a 401k rollover that partially went into a Traditional IRA

Forum|Forum|5 years ago
March 1, 2021
1 reply
6 views

No text available

TurboTax Premier Online

DanaB27

Level 15

Please follow these steps to enter your 1099-R:

Login to your TurboTax Account
Click on Search on the top right and type “1099-R”
Click on “Jump to 1099-R” and enter your 1099-R
Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
Select that less then the full amount was rolled over and enter the amount that was rolled over to the traditional IRA
Continue answering the questions.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

togatoga23Author

Level 2

Thank you for your response! Unfortunately, your step 4 does not appear anywhere for me. Any thoughts on how I can access the section that displays the question: "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"?

Thanks,

Tom