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Retirement tax questions
No, a rollover doesn't count as an IRA contribution.
If you have code G in box 7, indicating a direct rollover, then please see these steps:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Enter the information from your 1099-R and click "Continue"
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
- On the "Did you move the money to a Roth IRA?" screen answer "No"
Please see Where do I enter an IRA rollover? if the code in box 7 doesn't indicate a direct rollover.
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March 4, 2024
12:55 PM