DanaB27
Expert Alumni

Retirement tax questions

Please review the follow-up questions after you enter the 1099-R carefully. Since you did not move the funds into a Roth IRA please review this question:

 

  1. On the "Did you move the money to a Roth IRA?" screen answer "No"

When you answer "no" TurboTax will know that it was moved from one traditional IRA into another traditional IRA.

 

[Edited 1/31/2022 | 6:20 am PST]

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