Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jul 12, 2020 1:42:24 PM

Where do I record a distribution from a roth IRA

0 1 283
1 Replies
Expert Alumni
Jul 12, 2020 1:56:23 PM

This would have been recorded on a 1099-R. 

 

Here's how to enter it:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.