- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Do not enter this anywhere under Deductions & Credits. Go back an remove any entry that you made for this as new Roth IRA contribution.
To report a rollover, enter the Form 1099-R that you received for the ESOP payout. If the Form 1099-R has code G in box 7, indicate that you moved the money to a Roth IRA account. If the Form 1099-R instead has code 1, 2 or 7 in box 7, simply indicate the follow-up simply indicate that you moved the money to another retirement account and that you converted all of it to a Roth IRA.
‎June 4, 2019
6:44 PM