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Deductions & credits
You should have a 1099R from the 401K for the rollover to the IRA. And another 1099R from the IRA conversion to the ROTH IRA. Did you get the two 1099Rs?
Just enter the 1099Rs one at a time. After you enter the 1099R keep going. It will ask what you did with it. If you get stuck on a question post back. And you do not enter either one as a new IRA contribution under deductions.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
March 9, 2024
6:20 PM