DanaB27
Expert Alumni

Retirement tax questions

If you did not make a contribution to the traditional IRA in 2021 then please delete that entry. 

 

  1. Click “Deductions &Credits” on the top
  2. Click "I'll choose what to work on"
  3. Scroll down to “Traditional and Roth IRA Contributions” and click “Start
  4. Deselect “traditional IRA”  and click continue
  5. Confirm the deletion

 

You will only enter your 1099-R for the conversion with the steps mentioned above. Please be aware, conversions are taxable since you are moving pre-tax funds into an after-tax account.

 

@myang

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