JulieS
Expert Alumni

Retirement tax questions

After the 1099-R is entered, you get the question, "Was this money rolled over to a Roth IRA?" That answer should be No.

 

Next screen asks, "Did you put this money in a Health savings Account?" That should be No.

 

The next screen asks, "Was the withdrawal due to a Qualified Disaster Distribution?" That should also be No.

 

Please review the section and make sure you answered all three questions No. I entered G in Box 7 and checked the IRA box and I got no messages. 

 

 

 

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