MinhT1
Expert Alumni

Retirement tax questions

The amount converted from a 401(k) plan to a Roth IRA is taxable.

 

You have to indicate in TurboTax that you converted to a Roth IRA,

 

In TurboTax Online, you do as follows:

 

  1. Enter your form 1099-R and follow the interview
  2. When you arrive to the page Did you move the money to a Roth IRA, click on the radio button Yes, this money was rolled over to a Roth IRA  and Click Continue
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