dmertz
Level 15

Retirement tax questions

This is not a regular Roth IRA contribution.  Nothing about this is to be entered under Deductions and Credits, so you will not be presented with this question in regard to the rollover.  The rollover is to be indicated only during the entry of the code-J 2024 Form 1099-R.

 

The question about repayment pertains only to military reservists who were called to active duty and took money out of their retirement plan.