DaveF1006
Expert Alumni

Retirement tax questions

Yes. You do not need to do anything additional regarding the rollover because the transaction is recognized as a rollover when you report your 1099R. The Distribution Codes deem this as a rollover. The rollover will be reflected in Box 5A in your Form 1040. 

 

To report your Roth IRA contribution, go to:

 

  1. Federal>deductions and credits
  2. Retirement and investments>Traditional and Roth IRA Contributions
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