Where do I enter an IRA rollover or pension rollover?
Menu Path: Income > Common Income > Retirement Income (1099-R)
You should have received a Form 1099-R for the rollover, which you can enter in the Retirement Income (1099-R) section. If the information on your 1099-R reports a rollover, then after you select Save and Continue on that page, the software will ask about rollover information.
If you did not receive a 1099-R, you need to contact the retirement plan administrator to have them issue you a Form 1099-R.
You should have received a Form 1099-R for the rollover, which you can enter in the Retirement Income (1099-R) section. If the information on your 1099-R reports a rollover, then after you select Save and Continue on that page, the software will ask about rollover information.
If you did not receive a 1099-R, you need to contact the retirement plan administrator to have them issue you a Form 1099-R.
