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January 25, 2020
Question

How to report an indirect ira rollover?

  • January 25, 2020
  • 1 reply
  • 0 views
I received a 1099-R

1 reply

ColeenD3
January 27, 2020

Follow these steps to enter your 1099-R:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs

Since you rolled it over, you will need to answer some follow-up questions to indicate that in the program.