You should have gotten a 1099-R. Please follow these instructions to enter your Form 1099-R :
- Login to your TurboTax Account
- Click "Federal" from the left side of your screen
- Click "Wages & Income" on the top
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (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"
- Enter your Form 1099-R
- Continue until you get to the question "Rollover of 401(k) to Roth 401(k)" and answer "No"
- Answer "Yes" to the "Was this Money Rolled Over to a Roth IRA?" question
- Continue to answer the next few questions.
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