Do I report my Roth 403b to Roth IRA rollover as Roth IRA contributions?

[davek124]

I rolled over $19,000 into my Roth IRA. If I enter this as a contribution (separate from my 1099-R) it says I made excess contributions and incur a penalty.

[DaveF1006 · Accepted solution]

You would not enter this as a contribution. Instead you will enter this in your 1099-R screen.

This is the best way to enter each 1099-R. Just remember when you enter these all, you must check IRA/SIMPLE/SEP box for each of the 1099's.

1. log into turbo tax 
2. Go to federal>income and expenses
3. Retirement plans and Social Security>show more 
4. Ira (401K), pension plan Withdrawals(1099R) Start
5. After entering your 1099R you will scroll through several screens until you reach a screen that says  Tell us if you moved the money through a rollover or conversion.
6. Here is where you will enter the information about your rollover.