turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Oct 16 is the IRS deadline–file confidently with expert help. File Now
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I have a 1099R but rolled over the distribution to another IRA. How do I handle this?

 
This feature is pending. Thanks for your patience.
Didn't get the answer you wanted? Talk to a live expert to get the help you need.
1 Reply

I have a 1099R but rolled over the distribution to another IRA. How do I handle this?

You will enter the 1099-R and then inform TurboTax that you rolled the distribution over to another IRA. (If box 7 has a code “G” it will automatically be a trustee-to-trustee rollover).

  • Login to your TurboTax online account
  • Click Take me to my return or pick up where I left off
  • In the search box (located in the upper right hand corner), type the word 1099-R
  • Click the Jump to 1099-R  link listed in the search results 
  • This will bring you to the area to you enter 1099-R forms (your 1099-R Entries screen) 
  • Click Add or Edit. Once inside the 1099-R you are entering, continue through the onscreen instructions until you reach the Was this Money Rolled Over to a Roth IRA? screen. Click Yes or No. TurboTax will be able to calculate whether the distribution was nontaxable or not. 
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v