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Retirement tax questions
What TurboTax prompts are you talking about? They are not all for Roth IRAs.
What is the distribution code on your 1099-R?
In the screens after you enter the data for the 1099-R, eventually you will be asked, "what did [name] do with this money?"
Check "[name] moved the money to another retirement account."
Then in the new lines that appear, tell TurboTax if some or all of the distribution is a rollover to a traditional IRA or other retirement account.
This will complete the rollover.
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March 19, 2024
7:59 PM