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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

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