If you rolled the distribution to another similar retirement account within 60 days then please follow these steps to enter the Form 1099-R and rollover:
- Open you return in TurboTax
- Click on "Search" on the right top and type “1099-R” in the box
- Click on “Jump to 1099-R”
- Continue till you get the "What did you do with this money from this payer?" screen and select "I moved the money to another retirement account (or returned it to the same account)" then select "I rolled over all of this money..."
- Continue answering the questions.
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