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New Member
posted Apr 9, 2024 4:09:32 PM

When it says enter My total Roth IRA contributions for 2023 do I enter my amount from the 1099R?

when do i enter 1099R info?

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1 Best answer
Level 15
Apr 9, 2024 4:11:31 PM

No, a 1099R is income not contributions.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

1 Replies
Level 15
Apr 9, 2024 4:11:31 PM

No, a 1099R is income not contributions.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself