Retirement tax questions

You enter it on the Wages&Income page, just like any other 1099-R in the Retirement Income area.

 

IF the 1099-R form you received is filled in properly, box 1a will be the distribution amount, box 2a should be either empty or a zero (probably zero, but I'm not sure)....with box 5 filled in with the same $$ amount as box 1a.

 

Then on one of the pages AFTER the main form, the software asks if it was rolled into a Roth 401k or Roth 403 b, and you'll indicate that selection...and move on thru the pages that follow.  Should be OK then.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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