I have a 1099-R from a 457(b) account that was rolled into a regular IRA after I retired.
The instructions ask if it was a Roth IRA but not if it was a regular IRA.
How do I answer?
You'll need to sign in or create an account to connect with an expert.
Answer "No, this money wasn't rolled over to a Roth IRA account."
You are able to have rolled it into a regular IRA, the program asks if it was rolled into a Roth because then the program would need additional information.
For a code-G Form 1099-R, when you answer No to the questions that ask if the distribution was rolled over to some kind of Roth account, TurboTax automatically treats the distribution as a rollover to a traditional IRA or to a traditional account in an employer plan without any need to make that explicit.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
topmiller
Level 3
Dan S9
Returning Member
Hikesew
Level 1
Roth2
New Member
eyanine
Level 1
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.