SantinoD
Expert Alumni

Retirement tax questions

As long as you enter your 1099-R information into TurboTax exactly how it shows on your 1099-R, the amount in Box 5 will get reported correctly. The IRS likes to keep good record of contributions made to Roth accounts so reporting direct rollovers in Box 5 is common and required to be reported. 

 

@jdouc71