IsabellaG
Expert Alumni

Retirement tax questions

I would advise you not to change from the codes that you have on your 1099-R. That is what is being reported to the IRS, and your changing it in TurboTax doesn't change what the IRS will receive.

Instead, do this:

Report the 1099-R as it was written, then choose Continue. Keep continuing through the section, until you reach the screen: What Did You Do With The Money From This Payer? 

Select: I moved the money to another retirement account (or returned it to the same retirement account). and:

rolled over all of this money to another Roth IRA (or returned it to the same account). (see screenshot) 

You will then see a screen:  We Want to Let You Know....You won't have to pay tax on your $10,000.00 rollover from This Payer.Check these rules to make sure you qualified to roll over your IRA.

Continue through all the rest of the section to complete reporting this rollover.

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