Rollover conversion

You should receive the 1099-R Form from Vanguard. You may have to log into your account online and print it out. If you don't you will need to enter into TurboTax a substitute form 1099-R as follows:

 

To enter a substitute form 1099-R in Turbo Tax Desktop follow these instructions:

 

1. Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
3. Choose Add (Another) 1099-R
4. Choose I'll type it in myself
5. On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R

 

To enter a substitute form 1099-R in Turbo Tax Online follow these instructions:

 

1. Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
3. Choose Add (Another) 1099-R
4. Choose I'll type it in myself
5. Choose the source of your 1099-R form
6. Enter your pension income into the Form 1099-R entry screens
7. When you come to the screen that says Do any of these situations apply to you? Check the box that says I need to file a substitute 1099-R and follow the instructions

You would enter the gross rollover amount in box 1 and the taxable portion of it in box 2a. You would check the IRA box underneath box 7 and enter code 7 in box 7 for normal distribution. Then, answer the questions in the rest of the 1099-R entry screens.

You should find your form online as of Jan 27.

 

@billy1957