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Retirement tax questions
Please ensure you followed these directions on how to enter the 1099R for the rollover from 401k to traditional IRA:
- Login to your TurboTax Account
- Click "Take Me To My Return"
- Click "Federal" from the left side of your screen
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and click "Continue"
- Enter your 1099-R
- Answer questions until "Rollover of 401(k) to Roth 401(k)" and answer "No"
- On the "Was this Money Rolled Over to a Roth IRA?" screen answer "No"
‎June 4, 2019
6:51 PM