How to input a trad IRA indirect qualified rollover

Forum|Forum|5 months ago
January 24, 2026
2 replies
15 views

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ProConnect Tax

Best answer by George4Tacks

UPDATE: Maybe we did not use full screen, so seeing the right margin wasn't there .

The method I finally used to find it was in the general Input screen there is a blank box with with a magnifying glass in it - SEARCH I entered ROLLOVER in the box and selected the 1st Rollovers

George4Tacks

Level 15

https://accountants.intuit.com/support/en-us/help-article/retirement-benefits/common-questions-form-1099-r-proconnect-tax/L2ha77K09_US_en_US?uid=mkttz8ck#L7

.See How do I enter traditional IRA distributions and rollovers?

Answers are easy. Questions are hard!

M

minkim

Level 2

"Scroll down to the Rollovers section" ? There is no section like that.

George4Tacks

Level 15

I agree. I do not see that input area. @Kathi_at_Intuit could maybe give a screen shot or other help.

Answers are easy. Questions are hard!

Kathi_at_Intuit

Moderator

Hi @George4Tacks Thanks for the tag! Great find and support article! It looks like you have this covered! 🙂

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