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April 17, 2023
Question

Can I add my rollover Retirement plan after I've completed the 1099R?

  • April 17, 2023
  • 1 reply
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Where do I add my new rollover retirement plan after completing the 1099-R?

1 reply

JohnB5677
April 18, 2023

If you have a 1099-R that represents a rollover you will post it just like any other 1099-R (see below).  

The interview will lead you through and ask, "What you did with the money".  

In this case you would check that you rolled it over.

 

On sidebar 

  1. Select Federal 
  2. Wages & Income 
  3. Select Wages and Salaries, or Revisit 
  4. Scroll to Retirement Plans and Social Security
  5. Select the type of income.
    1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
    2. Social Security (SSA-1099, RRB-1099)
    3. Canadian Registered Pension Income
  6. At this point you can edit an existing document of [Add another 1099-R]
  7. If a new 1099-R continue to Let's import your tax info
  8.  You can import by selecting your provider. 
    1. Follow the instructions.
  9. —----  Or to post manually —-------
  10. [Change how I enter my form]
  11. [Type it Myself]
  12. Post your information.
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