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Level 2
posted Jun 13, 2020 10:48:33 AM

Where do I indicate a rolled over an IRA distribution to another IRA? It said it would help but there are not options

It was not inherited or part of a pay back

0 3 621
3 Replies
Level 2
Jun 13, 2020 10:53:46 AM

Your software isn't showing for an IRA rollover. It was distributed and re-invested so I need to indicate that somehow - I have the new account.

Level 2
Jun 13, 2020 10:56:56 AM

Below is the rollover I did, but Turbo tax isn't allowing me to enter info - it said it would but it isn't.

The most common rollovers are the movement of money:

* from one IRA to another IRA of the same type

Level 15
Jun 13, 2020 11:03:03 AM

What is the code in box 7 of the Form 1099-R provided by the payer?

Is the IRA/SEP/SIMPLE box marked?