If i do an ira rollover, how do i do that

artie2198 — Tue, 10 Mar 2026 07:11:06 GMT

Re: If i do an ira rollover, how do i do that

Bsch4477 — Sat, 31 Dec 2022 17:32:03 GMT

Talk to the financial institution that has your IRA.

Re: If i do an ira rollover, how do i do that

VolvoGirl — Sat, 31 Dec 2022 17:34:16 GMT

Do you want to know how to enter it in Turbo Tax? In January you will get a 1099R for it.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

topic If i do an ira rollover, how do i do that in Retirement tax questions

If i do an ira rollover, how do i do that

Re: If i do an ira rollover, how do i do that

Re: If i do an ira rollover, how do i do that