MindyB
Expert Alumni

Retirement tax questions

No,  This information can be input in the step-by-step mode.

 

Here is how to navigate to the question in TurboTax Desktop:

  1. Navigate to Federal Taxes > Wages & Income > I'll choose what I work on
  2. Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Add a 1099-R and enter the information as it appears on the form
  4.  Answer that you did a combination of rolling over, converting, or cashing out the money.  Input the Roth conversion here.