- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Solved in the comments.
Yes, box B5 on TurboTax's 1099-R is the box that step-by-step mode marks when you answer Yes when asked if you rolled the money over to a Roth IRA, so marking this box in forms mode does the same thing.
‎June 3, 2019
5:17 PM