Enter your Form 1099-R and be sure to answer all of the follow-up questions. If the distribution code on the Form 1099-R did not indicate a direct rollover, then you should be asked what you did with the money from the distribution. The questions will ask specifically about putting it into a Roth account and if you indicate 'no' to the Roth questions then it is assumed that it went to a Traditional IRA instead.
Use the following steps to get started:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
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