- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
When entering a code-G Form 1099-R that reports a direct rollover and you answer No to both questions regarding rollovers to Roth accounts, TurboTax automatically treat the distribution as having been rolled over to a traditional account, no need for other questions.
March 19, 2024
8:03 PM