As far as these 2 rollovers, nothing gets entered in the contribution of an IRA for these two transactions.
If you received a 1099R for the two rollovers, both need to be reflected in TurboTax. Each will be reported separately and as long as it is from one Roth IRA to another Roth IRA there is no tax impact on the return.
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes
- Click on Wages and Income
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Each 1099R will be entered exactly as received in TurboTax, then answer the questions that follow and then enter the 2nd 1099R.
After the 1099R is entered, you will then answer some questions regarding it. You will answer that 100% of this was rolled over to same or similar account.
