- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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:
- Federal>deductions and credits
- Retirement and investments>Traditional and Roth IRA Contributions
**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"
‎February 20, 2024
12:01 PM