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April 4, 2024
Question

I can’t find where to enter my rollover contributions. Where do I find it on the return?

  • April 4, 2024
  • 2 replies
  • 0 views
Can anyone tell me where I put my rollover  Contributions?

2 replies

JohnB5677
April 4, 2024

Yes, You should have received a 1099-R that represents the rollover amount.

 

You will post this as a normal 1099-R.

To Post a 1099-R

Log into TurboTax

  1. Under Federal
  2. Select Wages & Income
  3. Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Now Edit or Add another 1099-R
  5. Enter your Broker or plan administrator information.
  6. Follow the interview.

As you go through the interview, it will ask:

What did you do with the money?

  • One option is that you rolled it over.

Again, continue to the end of the interview.

 

Please contact us again with any additional questions or to provide some additional details.

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Instant Author
April 7, 2024

It never asked if I rolled it over….anywhere. I won’t be using TurboTax anymore. It’s gotten way too confusing. I’m not the only one. Google is full of my same questions.

Thanks for replying.

Instant Author
April 12, 2025

This is from last year and has been answered. Thanks.