How do you enter IRA Retirement Fund Transfers from one IRA to another IRA in TurboTax. I have numerous that were transferred to new retirement accounts, but as these are considered transfers you do not get a 1099-R. How/where do I enter this information.
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You only enter actual 1099R you get, even for transfers. If they are direct transfers and you don't get a 1099R you don't need to report them.
You don't. A trustee-to-trustee transfer does not generate a 1099-R and there is nothing to report.
Thank you so much for the answer. We have records of the transfers to new investment account if ever needed, I believe that satisfactory. Once again thank you.
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