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

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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.