Where do I enter an IRA rollover?
You should get a Form 1099-R from your IRA custodian which reports the rollover. To enter the information, follow these steps:
Open or continue your return.
Navigate to the 1099-R section:
TurboTax Online/Mobile: Go to 1099-R.
TurboTax Desktop: Search for 1099-R and select the Jump to link.
Continue through the screens to import or enter your 1099-R form.
When asked Tell us if you moved the money through a rollover or conversion select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and select Continue.
On the next screen, Did you roll over all of this (Box 1) to another retirement account? answer Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and select Continue.
If taxes were withheld in box 4 of your form, they'll either be added to your refund or applied to your tax liability.
