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New Member
posted May 31, 2019 9:04:55 PM

How do I enter a 1099-R for a rollover from a 401(k) to a regular IRA? TT Deluxe only has an option to a Roth IRA.

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1 Best answer
Alumni
May 31, 2019 9:04:57 PM

All you have to do when Turbotax asks whether you rolled over to a ROTH IRA is say no. Turbotax then assumes that your rollover was to another qualified account and the rollover is not taxable.

1 Replies
Alumni
May 31, 2019 9:04:57 PM

All you have to do when Turbotax asks whether you rolled over to a ROTH IRA is say no. Turbotax then assumes that your rollover was to another qualified account and the rollover is not taxable.