stevegsorrentino
Returning Member

Retirement tax questions

Thanks for your response.  It works by using the Form 1099-R.  But then, it informs me that I have to enter the info on two separate 1099s to make TurboTax treat it correctly.  

 

Very vague on the part of the TurboTax software here.  Not at all obvious that the "reversal of a withdrawal" (aka "rollover contribution") is handled in TurboTax on an income form (i.e., 1099-R).  The interview questions were not precise.  Then, the splitting up of one Vanguard Form 1099-R ito two TurboTax 1099s to make TurboTax work properly is unintuitive and a nuisance.

 

The whole thing is very frustrating, but at least I have a way forward.  Thank you for that response.

Steve

 

FYI - The Box 7 code is T - Roth IRA distribution, exception applies.