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March 14, 2021
Question

Distribution rolled over within 60 days can't find a way to enter the rollover amount in turbotax

  • March 14, 2021
  • 1 reply
  • 0 views

I had a 1099R with 4D code in box 7.  I took the distribution and rolled it over within 60 days to an IRA.  Turbo Tax CD never asks what I did with the distribution and I cannot find any way to enter into turbo tax that this distribution was rolled over into an ira. How do I enter the rollover in TurboTax 2020 deluxe?

    1 reply

    Employee
    March 14, 2021

    Delete the form and start again. When asked if it is a RMD say no. Then you will be prompted to report that you rolled it over.