- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The conversion of funds will be reported in the Retirement Income Section in Turbo Tax.You should have received a 1099 R for this transaction.
To enter a 1099-R:
Select Federal Taxes
Select Wages & Income
Scroll down and select start or review next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Enter the information from the 1099 R you received
To enter your contribution to an IRA:
• Select Federal Taxes
• Select Deductions and Credits
• Select Show More at Retirement and Investment
• Select Start at Traditional and Roth IRA contributions
To enter a 1099-R:
Select Federal Taxes
Select Wages & Income
Scroll down and select start or review next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Enter the information from the 1099 R you received
To enter your contribution to an IRA:
• Select Federal Taxes
• Select Deductions and Credits
• Select Show More at Retirement and Investment
• Select Start at Traditional and Roth IRA contributions
June 6, 2019
2:32 AM