turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Sunny-641
New Member

how to enter in TurboTax for Form 1099-R RE: Distribution code R

I received 2023 Form 1099-R:

Gross distribution: $3428.64

Distribution code: R

State distribution: $3428.64

After I entered these into the TurboTax, it stated, I need to amend my 2022 tax return.

 

I also received Form 1099-R

Gross distribution:$12,438.92

2a. Taxable amount"$12,438.92

2b. (x)

Total distribution (x)

Distribution code: 2

IRA/SEP/SIMPLE (x)

State distribution $12,438.92

 

In 2023, I contributed retroactively $6,000 for 2022 year ($6,000 ,max limit for backdoor ROTH conversion). Then at the end of 2023. I contributed $6,400 for the 2023 year ($6,500 is max limit for backdoor ROTH).

 

Could you please guide me through on how do I answer the questions posted by TurboTax after I've entered the Form 1099-R?

 

Thank you

 

 

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies