Where do I enter ROTH distributions

mtbe118573 — Tue, 10 Feb 2026 10:17:15 GMT

Re: Where do I enter ROTH distributions

VolvoGirl — Fri, 05 Jan 2024 05:01:21 GMT

You should have a 1099R for it. Did you get it yet? Wait for it.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.