SusanY1
Expert Alumni

Retirement tax questions

When you enter Form 1099-R for your distribution from the 401(k) to the Roth IRA account, TurboTax automatically adds the tax to your tax return for this year. 

 

You will see the income from this transaction on your Form 1040, Line 4d.  

 

To see this in TurboTax on your return follow these steps:

  1. Login to your account at TurboTax.com.
  2. Click on Tax Tools in the menu on the left (you may first need to click on Continue where I left off in the center for this menu to appear.)
  3. Click on Tools.
  4. Click on View Tax Summary.
  5. When your Tax Summary appears click on Preview My 1040 in the menu on the left (near the top.)

 

 

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