Question

We transferred retirement money from one account (USAA) to another (TIAA), but I don't see how to include/show this information?

Forum|Forum|7 years ago
June 1, 2019
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TurboTax Premier Online

If this transfer was a direct rollover from one financial institution to another, the 1099-R reporting the transfer will have a box 7 distribution code "G".

If you transferred the money yourself (indirect rollover), within 60 days of the distribution, when asked What did you do with the money from (bank)? select I moved the money to another retirement account (or returned it to the same retirement account) and I rolled over all of this money.

Please see the following instructions for making this entry.

https://ttlc.intuit.com/replies/5397746