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Level 1

Question

TT does not offer an option to indicate my IRA distribution was rolled over back to the account

Forum|Forum|3 months ago
April 7, 2026
1 reply
49 views

TT does not offer an option to indicate my IRA distribution was rolled over back to the account.

I have removed and re-entered the 1099-R 3 times and never get the follow

up question about rollover? Help

Level 15

This is how to record a rollover.

In TurboTax Online, enter your form 1099-R by following these steps:

Open your tax return
Click on Federal in the left-hand column, then on Wages & Income
Navigate to the list of income categories
Locate the section Retirement Plans and Social Security and click on the arrow on the right
Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
Enter your form 1099-R and follow the interview
When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)

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