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April 12, 2022
Question

How do I report an IRA rollover distribution that was re invested within 60 days?

  • April 12, 2022
  • 1 reply
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IRA was withdrawn for less than 60 days and reinvested with same institution. how do I report a non taxable ira distribution that was repaid within 60 days

1 reply

April 12, 2022

Please follow these steps to enter your 1099-R and rollover:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R
  4. Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
  5. Continue answering the questions.
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