Retirement tax questions

@Karis_F these steps 7/8 for DESKTOP 1099R entry are no longer valid and causing confusion as the screens have changed and there was a similar 'combination' question in the past which didn't behave the same as 2025.

 

  • Select I moved the money to another retirement account (or returned it to the same retirement account) on the What Did You Do With The Money From This Payer? screen.

  • Select I did a combination of rolling over, converting, or cashing out the money. Then, enter the full amount in the box next to Amount converted to a Roth IRA account and Continue.