“Will Deluxe handle 1099R including Roll over IRA and Roll over Roth into an investment account?”

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• Yes ,TurboTax Deluxe 2021 software does handle IRA rollovers and many other tax situations involving retirement accounts. TurboTax software will ask you simple questions about your life and help you fill out all the right forms.

  Answered by TurboTax Brand Expert 3 years ago

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• I believe it does. I just did my return and it did RMD for me

  Answered by Mitch 3 years ago

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• Yes, 1099R is entered under income. If you are a first-time user, I would suggest letting it walk you through all income and deduction items, as you may discover something you might have otherwise missed. I have had rollovers in the past and once you enter the 1099-R, it should later ask what amount I’d any was rolled over.

  Answered by bizzeeme 4 years ago

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• Yes.

  Answered by TurboTax 4 years ago

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• The Deluxe edition did allow for me to input my 1099R successfully.

  Answered by MarkM 4 years ago

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