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mindtime2
New Member

I transferred money from my TIAA to my Vanguard IRA account, how do I list this

 
1 Reply
Marketstar
Level 7

I transferred money from my TIAA to my Vanguard IRA account, how do I list this

You should receive a 1099-R for this transaction to be entered per the below directions:

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


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