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ikeorton
New Member

RETIREMENT PENSION ROLLED OVER

I RECIEVED $10,974 FROM MY EX JOB PENSION, I PUT $7000 IN A ROTH AND $3,974 IN MY 401.

SO I NEED HELP ON ROLLING IT OVER TO A 1099R

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1 Reply
ColeenD3
Expert Alumni

RETIREMENT PENSION ROLLED OVER

Are you saying you need to know how to indicate the rollovers in the program?  I assume you received the 1099-R.

 

Enter the 1099-R exactly as it appears. As you continue through the interview, you will encounter the screen below. You can show the rollovers there.

 

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