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thammelaz
New Member

How do i claim my roth ira that use to be a mutual fund?

 
1 Reply
MichaelL1
Level 15

How do i claim my roth ira that use to be a mutual fund?

If you have a 1099R is gets reported this way.

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


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