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texczech
New Member

I rolled a 401-K to a traditional IRA. After entering 1099-R data, the interview questions refer to a Roth IRA. Where is traditional IRA data entered?

 
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SweetieJean
Level 15

I rolled a 401-K to a traditional IRA. After entering 1099-R data, the interview questions refer to a Roth IRA. Where is traditional IRA data entered?

Answer NO. The program then assumes it was to a Trad IRA.

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1 Reply
SweetieJean
Level 15

I rolled a 401-K to a traditional IRA. After entering 1099-R data, the interview questions refer to a Roth IRA. Where is traditional IRA data entered?

Answer NO. The program then assumes it was to a Trad IRA.

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