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D
dc4of7
April 15, 2025
Question

Took IRA distribution In November 2024 and returned it in January 2025. How do I show this as a roll over in TurboTax?

  • April 15, 2025
  • 1 reply
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    1 reply

    O
    Opus 17
    Employee
    April 15, 2025

    After you enter the 1099-R, just keep clicking "next" to continue the interview, don't stop or skip around.  There will be a question "What did you do with the money" and rollover will be one of the choices. 

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