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If you did a direct rollover, where the money went directly from one custodian to another your 1099-R should have a distribution code in Box 7 of "G", just enter it in TurboTax as follows:
If the distribution was payable to you and you rolled the money over to another qualified account within 60 days you will have a different distribution code.
In that case you follow the same procedure, but you will be presented with a screen that asked - what you did with the money? On that screen you will indicate that you "moved the money to another retirement account". Then complete the screens that follow.
If you did a direct rollover, where the money went directly from one custodian to another your 1099-R should have a distribution code in Box 7 of "G", just enter it in TurboTax as follows:
If the distribution was payable to you and you rolled the money over to another qualified account within 60 days you will have a different distribution code.
In that case you follow the same procedure, but you will be presented with a screen that asked - what you did with the money? On that screen you will indicate that you "moved the money to another retirement account". Then complete the screens that follow.
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