If you made contribution to a 401(k) then you do not enter them as IRA contributions. Please delete the IRA contribution entry:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “None of the above”
- Confirm deletion
If I understand you correctly you did not move the funds to the Roth IRA yet? You will move then in 2024? Then you will not report this on the 2023 tax return.
Next year when you receive a 2024 Form 1099-R for moving the funds from the 401(k) to the Roth IRA in 2024 then you will see these follow-up questions (assuming it is directly transferred and has code G in box 7) :
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- 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 "Yes"
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