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New Member
posted Jun 6, 2019 4:06:02 AM

I trans my 401k to a Rollover IRA. After I entered the info it asked if I did a rollover to a 401(k), 403(b), or a Roth IRA. How do I enter I trans to a traditional, R/O?

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1 Best answer
Expert Alumni
Jun 6, 2019 4:06:05 AM

You say No to the Roth IRA/ 401k questions......

Is the code on the 1099-R a Code G? If so, it already knows that the money went to a Traditional IRA (or to another non-Roth 401(k)) once you've said No to the Roth questions. Its not necessary to indicate that it went from a pre-tax to a pre-tax account, as its a given.

4 Replies
New Member
Jun 6, 2019 4:06:04 AM

After I entered the info from my 1099r, Turbotax asked if I did a rollover to a 401(k), 403(b), or a ROTH IRA. It didn't ask if I trans to a traditional/rollover IRA which is what I did...

Expert Alumni
Jun 6, 2019 4:06:05 AM

You say No to the Roth IRA/ 401k questions......

Is the code on the 1099-R a Code G? If so, it already knows that the money went to a Traditional IRA (or to another non-Roth 401(k)) once you've said No to the Roth questions. Its not necessary to indicate that it went from a pre-tax to a pre-tax account, as its a given.

New Member
Jun 6, 2019 4:06:06 AM

Thank you!!

Expert Alumni
Jun 6, 2019 4:06:07 AM

No problem!