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komatke
New Member

Where in the turbo tax software do i enter this amount have a 1099-R , for a 401K rollover to a traditional IRA,

do not see where do enter this amount in the sortware

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Where in the turbo tax software do i enter this amount have a 1099-R , for a 401K rollover to a traditional IRA,

Go to the upper right corner and type into the Search box 1099R (or other 1099misc, 1099G etc.) 

and click on the jump to link. 

This will take you right to the section you want to work on. 

After the 1099R is entered, TurboTax will then ask you questions regarding it, to determine the correct tax on it.  

It will go under:

Federal Taxes

Wages and Income

Retirement Plan and Social Security

IRA, 401K, Pension Plans (1099R) you will click add or update. 

Make sure to carefully answer the questions following the 1099R entry.  Especially as to what type of retirement account it was rolled over to. 

By:  TurboTaxMichaelL1

TurboTax Deluxe 2017

View solution in original post

2 Replies

Where in the turbo tax software do i enter this amount have a 1099-R , for a 401K rollover to a traditional IRA,

Thank you, I am happy to help!

Where in the turbo tax software do i enter this amount have a 1099-R , for a 401K rollover to a traditional IRA,

Go to the upper right corner and type into the Search box 1099R (or other 1099misc, 1099G etc.) 

and click on the jump to link. 

This will take you right to the section you want to work on. 

After the 1099R is entered, TurboTax will then ask you questions regarding it, to determine the correct tax on it.  

It will go under:

Federal Taxes

Wages and Income

Retirement Plan and Social Security

IRA, 401K, Pension Plans (1099R) you will click add or update. 

Make sure to carefully answer the questions following the 1099R entry.  Especially as to what type of retirement account it was rolled over to. 

By:  TurboTaxMichaelL1

TurboTax Deluxe 2017

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