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How do I enter a pension plan rollover to a traditional IRA? The on-screen version is only asking if it's a rollover to a Roth IRA.

The instructions in the FAQs do not match what I'm seeing in the online Turbo Tax.
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2 Replies

How do I enter a pension plan rollover to a traditional IRA? The on-screen version is only asking if it's a rollover to a Roth IRA.

What code is in box 7 on the 1099R?   Just answer No to the ROTH IRA question.   If it wasn’t to a ROTH then it’s automatically to a a Traditional IRA.  Are you confused about other questions?   

dmertz
Level 15

How do I enter a pension plan rollover to a traditional IRA? The on-screen version is only asking if it's a rollover to a Roth IRA.

With code G in box 7, for TurboTax to treat it as a rollover to a traditional IRA, TurboTax only needs to know that the distribution was not rolled over to a Roth IRA.

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