I entered a 1099-R from Fidelity that I promptly rolled over. How do I show that?

pph46 · ‎March 31, 2020

pph46 · ‎March 31, 2020

email - [email address removed]

MinhT1 · ‎March 31, 2020

If you received the money from Fidelity and rolled it over to another Traditional IRA within 60 days, then this a roll-over which is not taxable.

After you have entered your 1099-R in TurboTax, follow the interview. You'll arrive at a screen titled Why did you do with the money.

You should answer you moved it to another retirement account and that you rolled it over to a Traditional IRA (see screenshot).

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

Unlock tailored help options in your account.