When you enter this, think only about the one you are doing when answering the questions that follow the 1099R entry.
So when doing the one with the G you will say rolled over to Non-Roth account.
The 2nd one you say you did something else with it --Cashed it in.
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes (Personal using Home and
Business)
- Click on Wages and Income (Personal Income using Home
and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R),
click the start or update button
