BillM223
Expert Alumni

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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