In 2021 I moved money from a Traditional account to a Roth Account. I received a 1099-R. Where and how do i enter this 1099-R?
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I think it is under income & wage -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R)
You’ll owe some taxes in the year when you make the rollover because of the crucial differences between a traditional 401(k) and a Roth IRA.
To enter the information, follow these steps:
If taxes were withheld in box 4 of your form, they'll either be added to your refund or applied to your tax liability.
Related Information:
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