- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
For the second 1099-R from TD, it seems you answered "yes" to the questions "Was the money rolled over to a Roth IRA" and that trigged the message. Since it was rolled over to your 401k you will need to say "no" to the questions "Was the money rolled over to a Roth IRA"
Are you using TurboTax Download or TurboTax Online?
**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"
March 5, 2022
12:51 PM