DanaB
Expert Alumni

Retirement tax questions

Please ensure you followed these directions on how to enter the 1099R for the rollover from 401k to traditional IRA:

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  6. Click "I'll Type it Myself"
  7. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and click "Continue"
  8. Enter your 1099-R 
  9. Answer questions until "Rollover of 401(k) to Roth 401(k)" and answer "No"
  10. On the "Was this Money Rolled Over to a Roth IRA?" screen answer "No"