ThomasM125
Expert Alumni

Get your taxes done using TurboTax

You need to enter two 1099-R entries, one for the taxable portion of the rollover and one for the tax-free rollover.

 

After your enter your Form 1099-R in TurboTax, you will see a screen that says What Did You Do With The Money? You should indicate that you moved the money to another retirement account. For the non-taxable distribution, choose the I rolled over all of this money to an IRA or other retirement account option.  For the taxable rollover entry,  choose the I did a combination of rolling over, converting or cashing out the money option, and enter the amount converted to a ROTH IRA account.

 

 

 

 

 

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