If you entered this in the IRA contribution section then REMOVE it. A rollover is NOT an IRA contribution.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR
Use the "Tools" menu (if online version left side) and then "Search
Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
Answer NO to the two Roth questions and the default is a Traditional IRA rollover.
[NOTE:
When you get to the "Your 1099-R Entries" screen where you can add
another 1099-R, use "continue" to keep going as there are additional
interview questions after that screen in most cases. You can always
return as shown above.]
The box 1 amount will go on the 1040 line 4a with ROLLOVER next to it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
