If the new roll over 1099r does not show its a rollover from another ira , what do I d

[Texas Roger · Accepted solution]

Enter it and answer the followup questions. If you rolled it over by taking the distribution and then putting it into another IRA within 60 days, you just indicate that in the followup questions.

[pjwi]

For those who solved this, what level of TT were you using? I have Home and Business, and it doesn't seem to be able to correct.

It feels like by purchasing the higher costing product, I actually got less, a product still in beta. Is there a fix coming? Or specifically has to be done in Home and Business?

Should I delete the form entirely and start it over?

Thanks

[JohnB5677]

Yes you can enter a rollover in Home & Business

go to:

1. Personal
2. I'll choose what I work on
3. Scroll to Retirement plans and Social Security
4. Select IRA,401(k), Pension Plan
5. Edit your listing
6. All data should be there continue
7. Verify box 2a and Box 2b [Leave Blank]
8. Continue to What did you do with the money?
9. Select I moved the money to another retirement account
10. Enter if you rolled all or part of it over
11. Continue through the interview.

If you now check your 1040 in FORMS you will see line 4a is the amount of the distribution, and 4b is the taxable amount.  It is also indicated as a rollover.

@pjwi