- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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:
- Navigate to Federal Taxes > Wages & Income > I'll choose what I work on
- Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Add a 1099-R and enter the information as it appears on the form
- Answer that you did a combination of rolling over, converting, or cashing out the money. Input the Roth conversion here.
March 12, 2025
8:09 PM