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boaustin4201
New Member

In 2018 I rolled over a small traditional IRA into a Solo 401K. How and where do I enter that on my return?

 
1 Reply
DanaB
Intuit Alumni

In 2018 I rolled over a small traditional IRA into a Solo 401K. How and where do I enter that on my return?

 If the form doesn't already have a code in box 7 indicating that it was a rollover then you can answer the questions in TurboTax to indicate it was a rollover. 

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to "Retirement Plans and Social Security" and click "Show more"
  5. Scroll down and click "Start " next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  9. Click "Continue" and enter the information from your 1099-R
  10. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account
  11. Then choose “I rolled over all of this money"
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