Do I need manually enter a 2016 rollover from a pension account to a traditional IRA into the IRA Information Worksheet since TurboTax doesn't show it?
Note -- I entered the 1099-R showing the distribution. However, the amount does not show up in the IRA Information worksheet, and there doesn't seem to be any place in the step-by-step instructions for reporting the IRA basis and value.
031005
1 Best answer
dmertz
Level 15
Jun 4, 2019 4:48:38 PM
Other than as part of your December 31, 2016 traditional IRA balance, if needed, nothing of this rollover should appear on the IRA Information Worksheet.
3 Replies
dmertz
Level 15
Jun 4, 2019 4:48:36 PM
Was this a non-periodic distribution from your pension? Did your distribution from the pension account include any after-tax basis (normally shown in box 5 of the Form 1099-R)?
p34580
New Member
Jun 4, 2019 4:48:38 PM
Yes, this was a total distribution. It did not include any after-tax basis.
dmertz
Level 15
Jun 4, 2019 4:48:38 PM
Other than as part of your December 31, 2016 traditional IRA balance, if needed, nothing of this rollover should appear on the IRA Information Worksheet.