How do I tell TurboTax that the 1099-R is for Traditional and Roth IRA distributions? The software is notifying me distributions are for Pension & Annuity distributions.

alexdionne94 · ‎June 3, 2019

I have two 1099-R distributions.

1. Traditional 401k to IRA (Distribution Code G & IRA / SEP / SIMPLE unchecked)
2. Roth 401K to Roth IRA (Distribution code H & IRA / SEP /SIMPLE unchecked).

The system continues to notify me that my distribution is for pension & annuity, but this is not the case. I am not able to get the system to identify this is for Traditional & Roth distribution.

How do I tell TurboTax that the 1099-R is for Traditional and Roth IRA distributions? The software is notifying me distributions are for Pension &amp; Annuity distributions.

How do I tell TurboTax that the 1099-R is for Traditional and Roth IRA distributions? The software is notifying me distributions are for Pension & Annuity distributions.