After you enter your Form 1099-R you will get follow up questions to indicate that you moved the funds into the Roth:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "Yes"
- On the "Did you move the money to a Roth IRA?" screen answer "No"
{Edited 2/26/2022 |1:29am PST|
@ncet
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
