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I rolled over money from a 401 k to a traditional IRA Government says it is a reportable event even though tax free transaction. Can the Deluxe do this.

 
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I rolled over money from a 401 k to a traditional IRA Government says it is a reportable event even though tax free transaction. Can the Deluxe do this.

Yes, TurboTax Deluxe can handle this entry.

When you are ready, use these steps to enter your Form 1099-R (that is the form you should have to report this transaction)

  • Log into your account 
  • Select Take Me to My Return (must click this before proceeding to the search)
  • Use the search function in the top right-hand corner (magnifying glass)
  • Search for “1099R” and click the jump to link that appears
  • Proceed with filling out the information

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1 Reply

I rolled over money from a 401 k to a traditional IRA Government says it is a reportable event even though tax free transaction. Can the Deluxe do this.

Yes, TurboTax Deluxe can handle this entry.

When you are ready, use these steps to enter your Form 1099-R (that is the form you should have to report this transaction)

  • Log into your account 
  • Select Take Me to My Return (must click this before proceeding to the search)
  • Use the search function in the top right-hand corner (magnifying glass)
  • Search for “1099R” and click the jump to link that appears
  • Proceed with filling out the information
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