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This is a rollover. Enter the Form 1099-R as received under Wages & Income -> Retirement and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R). In the questions that follow, indicate that you moved the money to another retirement account (or returned it to the same account), then indicate the amount rolled over. TurboTax will exclude the amount rolled over from the amount on Form 1040 line 4b and will include the word ROLLOVER next to the line.
This is a rollover. Enter the Form 1099-R as received under Wages & Income -> Retirement and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R). In the questions that follow, indicate that you moved the money to another retirement account (or returned it to the same account), then indicate the amount rolled over. TurboTax will exclude the amount rolled over from the amount on Form 1040 line 4b and will include the word ROLLOVER next to the line.
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