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Enter the Form 1099-R as received. The follow up questions will ask what you did with money. Answer where indicated You moved the money to another retirement account (or returned it to the same retirement account)
See Screenshot
To enter a form 1099-R -
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
Enter the Form 1099-R as received. The follow up questions will ask what you did with money. Answer where indicated You moved the money to another retirement account (or returned it to the same retirement account)
See Screenshot
To enter a form 1099-R -
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
When scrolling through the screens to enter your 1099R info you will be asked if any of the money was returned to the same retirement account. That's where you enter this information. It's the last screen!
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