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New Member
posted Mar 16, 2023 5:44:53 AM

I entered two 1099-R forms. One is for a Roth and the other is not. Turbo tells me they are the same and won't take both. They are not the same. Help??

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2 Replies
Level 15
Mar 16, 2023 5:51:49 AM

What type of Roth?  A Roth IRA or a Roth 401(k)?  What type of account is the other Form 1099-R?

Expert Alumni
Mar 16, 2023 6:48:46 PM

I would try to delete them and reenter them.  Check all entries. Answer all follow-up questions. The code in Box 7 should be different, is it?

 

Click here for information on deleting your Form 1099-R in TurboTax.

 

Click here for where to enter your Form 1099-R.