Incorrect 1099-R, marked as Distribution Code 1 "early withdrawal" when it really was a rollover to another qualifying plan. Until I can get this corrected, what do I do?
You'll need to sign in or create an account to connect with an expert.
After you enter the 1099-R (please enter all fields as they are shown on the 1099-R), continue the interview. You will come to a screen entitled "What Did You Do With The Money From [the name of the place on your 1099-R]". On this screen, check that "I moved the money to another retirement account".
Then indicate whether you rolled over some or all of the money.
After you enter the 1099-R (please enter all fields as they are shown on the 1099-R), continue the interview. You will come to a screen entitled "What Did You Do With The Money From [the name of the place on your 1099-R]". On this screen, check that "I moved the money to another retirement account".
Then indicate whether you rolled over some or all of the money.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
fwharto1
New Member
bhoward1963
Level 2
LarryEbinger
Level 1
poncho_mike
Level 4
ytorres007
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.