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New Member
posted Apr 16, 2023 5:44:27 PM

Rollover IRA distribution

Where do I put a Rollover IRA Distribution?

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2 Replies
Expert Alumni
Apr 16, 2023 6:30:37 PM

If you had a distribution from an IRA, you should have received a form 1099-R.  You report the Rollover IRA Distribution by entering the Form 1099-R.  If you did not receive a 1099-R I suggest you log in to your account and download/print a copy.  If you can't access it online, you should contact the IRA Custodian and ask them to send you a copy.  

Returning Member
Apr 16, 2023 6:36:53 PM

After you enter the information from the 1099-R showing the IRA distribution, TT will ask you if you rolled it over, converted it to a Roth, and so forth. Depending on your responses, it will put the information in the correct places on your various forms. (It's worked for me, anyway).