AnnetteB6
Expert Alumni

Retirement tax questions

More than likely you have mistakenly indicated in the follow-up questions that the distribution was rolled over to a Roth IRA.  

 

Go back through the Form 1099-R section and edit your Form 1099-R.  Without making any changes, click Continue to review all of the follow-up questions again.  The first question will ask if it was rolled into a Roth 401k or 403b.  Answer No.  The next question will ask if it was rolled into a Roth IRA.  Be sure to answer No to this question as well, then it is assumed that it was rolled to a Traditional IRA and therefore not taxable.

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