topic Enter a 1099-R here: Federal Taxes, Wages &amp; Income I’ll... in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/279010#M23638 <P>Enter a 1099-R here:<BR /><BR />Federal Taxes,<BR />Wages &amp; Income<BR />I’ll choose what I work on (if that screen comes up),<BR />Retirement Plans &amp; Social Security,<BR />IRA, 401(k), Pension Plan Withdrawals (1099-R).<BR /><BR />OR &nbsp;Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.<BR /><BR />Be sure to choose which spouse the 1099-R is for if this is a joint tax return.<BR />Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.<BR /><BR /><B>If this was a <U>rollover </U>or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved. </B><BR /><BR /><BR />[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]<BR /><BR />It will show as income on the summary screen which shows gross income, not taxable income.<BR /> <BR />The income will be reported on line 4a on the 1040 form with the word “ROLLOVER” next to it if it was a rollover. <BR /><BR />The taxable amount will go on line 4b.&nbsp; In the case of a rollover, that amount will be zero.</P> Mon, 03 Jun 2019 17:15:18 GMT macuser_22 2019-06-03T17:15:18Z I have 2 td ameritrade accounts. One of which is a non ira .. the other is a ira account. I got a margin call on the non ira account and loaned shares from my ira acct https://ttlc.intuit.com/community/retirement/discussion/i-have-2-td-ameritrade-accounts-one-of-which-is-a-non-ira-the-other-is-a-ira-account-i-got-a-margin/01/279000#M23636 <P>the shares were put back into my ira within the 60 day limit.&nbsp; I have a 1099-R for showing the withdrawal... how do I show this as a non taxable event? thanks</P> Mon, 03 Jun 2019 17:15:16 GMT https://ttlc.intuit.com/community/retirement/discussion/i-have-2-td-ameritrade-accounts-one-of-which-is-a-non-ira-the-other-is-a-ira-account-i-got-a-margin/01/279000#M23636 randy4 2019-06-03T17:15:16Z Enter a 1099-R here: Federal Taxes, Wages & Income I’ll... https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/279010#M23638 <P>Enter a 1099-R here:<BR /><BR />Federal Taxes,<BR />Wages &amp; Income<BR />I’ll choose what I work on (if that screen comes up),<BR />Retirement Plans &amp; Social Security,<BR />IRA, 401(k), Pension Plan Withdrawals (1099-R).<BR /><BR />OR &nbsp;Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.<BR /><BR />Be sure to choose which spouse the 1099-R is for if this is a joint tax return.<BR />Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.<BR /><BR /><B>If this was a <U>rollover </U>or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved. </B><BR /><BR /><BR />[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]<BR /><BR />It will show as income on the summary screen which shows gross income, not taxable income.<BR /> <BR />The income will be reported on line 4a on the 1040 form with the word “ROLLOVER” next to it if it was a rollover. <BR /><BR />The taxable amount will go on line 4b.&nbsp; In the case of a rollover, that amount will be zero.</P> Mon, 03 Jun 2019 17:15:18 GMT https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/279010#M23638 macuser_22 2019-06-03T17:15:18Z
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topic Enter a 1099-R here: Federal Taxes, Wages &amp; Income I’ll... in Retirement tax questions
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https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/279010#M23638
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<P>Enter a 1099-R here:<BR /><BR />Federal Taxes,<BR />Wages &amp; Income<BR />I’ll choose what I work on (if that screen comes up),<BR />Retirement Plans &amp; Social Security,<BR />IRA, 401(k), Pension Plan Withdrawals (1099-R).<BR /><BR />OR &nbsp;Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.<BR /><BR />Be sure to choose which spouse the 1099-R is for if this is a joint tax return.<BR />Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.<BR /><BR /><B>If this was a <U>rollover </U>or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved. </B><BR /><BR /><BR />[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]<BR /><BR />It will show as income on the summary screen which shows gross income, not taxable income.<BR /> <BR />The income will be reported on line 4a on the 1040 form with the word “ROLLOVER” next to it if it was a rollover. <BR /><BR />The taxable amount will go on line 4b.&nbsp; In the case of a rollover, that amount will be zero.</P>
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I have 2 td ameritrade accounts. One of which is a non ira .. the other is a ira account. I got a margin call on the non ira account and loaned shares from my ira acct
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https://ttlc.intuit.com/community/retirement/discussion/i-have-2-td-ameritrade-accounts-one-of-which-is-a-non-ira-the-other-is-a-ira-account-i-got-a-margin/01/279000#M23636
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<P>the shares were put back into my ira within the 60 day limit.&nbsp; I have a 1099-R for showing the withdrawal... how do I show this as a non taxable event? thanks</P>
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<pubDate>Mon, 03 Jun 2019 17:15:16 GMT</pubDate>
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Enter a 1099-R here: Federal Taxes, Wages & Income I’ll...
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https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/279010#M23638
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<P>Enter a 1099-R here:<BR /><BR />Federal Taxes,<BR />Wages &amp; Income<BR />I’ll choose what I work on (if that screen comes up),<BR />Retirement Plans &amp; Social Security,<BR />IRA, 401(k), Pension Plan Withdrawals (1099-R).<BR /><BR />OR &nbsp;Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.<BR /><BR />Be sure to choose which spouse the 1099-R is for if this is a joint tax return.<BR />Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.<BR /><BR /><B>If this was a <U>rollover </U>or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved. </B><BR /><BR /><BR />[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]<BR /><BR />It will show as income on the summary screen which shows gross income, not taxable income.<BR /> <BR />The income will be reported on line 4a on the 1040 form with the word “ROLLOVER” next to it if it was a rollover. <BR /><BR />The taxable amount will go on line 4b.&nbsp; In the case of a rollover, that amount will be zero.</P>
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<pubDate>Mon, 03 Jun 2019 17:15:18 GMT</pubDate>
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https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/279010#M23638
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