Only enter the 1099-R do not enter anything in the Deduction & Credit sections under Roth contributions.
To enter your 1099-R:
- To enter the 1099-R
distribution/conversion:
- Click "Wages & Income" on
the top
- Click "I'll choose what to
work on"
- Scroll down and click "Start" next
to "IRA, 401(k), Pension Plan (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."
- Click "Continue" and
enter the information from your 1099-R
- TurboTax will walk you through the questions
