AnnetteB6
Expert Alumni

Retirement tax questions

Be sure that you have only entered the Form 1099-R and answered the follow-up questions to indicate that the money was rolled into a Traditional IRA.

 

Do not enter anything in the Deductions and Credits > Retirement and Investments > Traditional and Roth IRA Contributions section of your return with regard to the rollover to the Traditional IRA because the rollover into the IRA is not considered to be a contribution.  

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