Import 1099R

[tspur]

I imported date from EJ and the 1099R for Roth IRA did not import.  Other 1099Rs did?  What's up?

[Cynthiad66 · Accepted solution]

@tspur - It is possible that the Roth 1099R did not export from EJ.  Check to see if you can import separately and that might work.  Use the steps below to see if you can import again.

Enter 1099-R

Go to Federal Taxes -> Wages & Income -> IRA, 401(k), Pension Plan Withdrawals (1099-R). As you work through the interview, you will eventually come to the point to enter the 1099-R. Select Yes, you have this type of income. Import the 1099-R if you'd like.

If  the above did not work you may have to manually enter the information.  Continue on the steps above to manually enter the information,

Did you get a 1099-R for a Roth distribution?

Retirement accounts, including Traditional, Roth and SEP IRAs, will receive a Form 1099-R only if a distribution (withdrawal) was made during the year. If you made contributions (deposits) to your IRA account for the tax year, you will receive a Form 5498 detailing those contributions