MinhT1
Expert Alumni

Retirement tax questions

The fact that you did a rollover of the amount to a Roth IRA has to be indicated in the TurboTax interview after you enter your form 1099-R.

 

Enter your form 1099-R by following these steps:

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income
  3. Continue and locate the section Retirement Plans and Social Security and click on Show more
  4. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
  5. Enter your form 1099-R and follow the interview
  6. When you arrive to the page Did you move the money to a Roth IRA?, click on the radio button Yes, this money was rolled over to a Roth IRA and Click Continue
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"