dmertz
Level 15

Retirement tax questions

You should have three Forms 1099-R that you should have entered under Wages & Income (or Personal Income) -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R), one Form 1099-R for each of the three separate rollovers.  These have nothing to do with anything that you report under Deductions & Credits.

 

Only your regular Roth IRA contribution gets reported under Deductions & Credits.  The maximum permissible Roth IRA contribution is $6,000, plus a catch-up of $1,000 if you were age 50 or over in 2019.  The limit can be less depending on your modified AGI or your 2019 compensation.