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Question

IRA questions concerning rollovers.

Forum|Forum|7 years ago
June 1, 2019
1 reply
14 views

I retired and rolled my pension plan into a traditional IRA. Where do I show the roll over?

TurboTax Premier Online

Level 13

You will receive a Form 1099-R from the plan administrator. You will enter the information from that form into Turbotax exactly as it is on your Form. Then after you click continue, Turbotax will ask if you rolled over any part of that. Answer appropriately, then Turbotax will ask whether you rolled it over into a ROTH IRA, you did not, so answer appropriately. And you are done.