Retirement tax questions

Why did you get a 1099R?  The taxable amount in 2a is not for the increased value. 

 

You do not enter anything about your 401K contributions under Deductions & Credits.  That is not an IRA or ROTH IRA.  You only enter 401K from your W2 box 12.

 

Did you enter the 1099R ok?  What did you convert or roll it over to?  Did it just go from the pretax 401K to the ROTH 401K?  Or did you move it to an IRA Account outside of work?

 

Only enter the 1099R.  Do not enter anything under Deductions & Credits for it.  It is not a new contribution to an IRA.

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.