- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎January 20, 2022
4:31 PM