- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
First 1099-R:
Yes, for the question, "Did you move the money to a Roth IRA? For rollovers to other types of retirement accounts (such as a traditional IRA), just answer No." you would answer "No".
For the second 1099-R:
For the question, "Tell us if you moved the money through a rollover or conversion. We need to check if you moved any of this money into another retirement account (or returned it to the same account). In some cases, this can lower your tax liability." you will select "b) I converted some or all of it to a Roth IRA".
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 3, 2021
10:29 AM