topic How do I enter 401k rollover to Roth IRA into TurboTax Home &amp;amp; Business 2018? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-401k-rollover-to-roth-ira-into-turbotax-home-amp-business-2018/01/470815#M43157 <P>I did a rollover from a 401k to a Roth IRA between 2 different companies. The 1099-R has $0.00 in 2a Taxable amount. The company that issued the 1099-R (401k administrator) insists it is correct. The Roth IRA company insists that they only need to submit a Form 5498. I know this is a taxable event and seems to work if I just enter the value from the 1099-R, box 1 into box 2a, but that's not how it's listed. How do I enter this into TurboTax Home &amp; Business 2018?<BR /></P> Wed, 05 Jun 2019 00:04:40 GMT tlinderman 2019-06-05T00:04:40Z How do I enter 401k rollover to Roth IRA into TurboTax Home &amp; Business 2018? https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-401k-rollover-to-roth-ira-into-turbotax-home-amp-business-2018/01/470815#M43157 <P>I did a rollover from a 401k to a Roth IRA between 2 different companies. The 1099-R has $0.00 in 2a Taxable amount. The company that issued the 1099-R (401k administrator) insists it is correct. The Roth IRA company insists that they only need to submit a Form 5498. I know this is a taxable event and seems to work if I just enter the value from the 1099-R, box 1 into box 2a, but that's not how it's listed. How do I enter this into TurboTax Home &amp; Business 2018?<BR /></P> Wed, 05 Jun 2019 00:04:40 GMT https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-401k-rollover-to-roth-ira-into-turbotax-home-amp-business-2018/01/470815#M43157 tlinderman 2019-06-05T00:04:40Z When you enter the 1099R, TurboTax will ask if rolled int... https://ttlc.intuit.com/community/retirement/discussion/when-you-enter-the-1099r-turbotax-will-ask-if-rolled-int/01/470822#M43158 <P>When you enter the 1099R, TurboTax will ask if rolled into a Roth account and you will answer "yes: and that "all" is rolled over to Roth and them it will be taxable event if coming from a Traditional (non-Roth) 401K.</P><P>To enter pension and annuity Payments (1099-R)<BR />•&nbsp;&nbsp;&nbsp; Click on Federal Taxes <BR />•&nbsp;&nbsp;&nbsp; Click on Wages and Income <BR />•&nbsp;&nbsp;&nbsp; Click on I'll choose what I work on (if shown)<BR />•&nbsp;&nbsp;&nbsp; Scroll down to Retirement Plans and Social Security<BR />•&nbsp;&nbsp;&nbsp; On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button<BR /><BR /><BR /></P><BR /> Wed, 05 Jun 2019 00:04:42 GMT https://ttlc.intuit.com/community/retirement/discussion/when-you-enter-the-1099r-turbotax-will-ask-if-rolled-int/01/470822#M43158 MichaelL1 2019-06-05T00:04:42Z
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topic How do I enter 401k rollover to Roth IRA into TurboTax Home &amp;amp; Business 2018? in Retirement tax questions
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<P>I did a rollover from a 401k to a Roth IRA between 2 different companies. The 1099-R has $0.00 in 2a Taxable amount. The company that issued the 1099-R (401k administrator) insists it is correct. The Roth IRA company insists that they only need to submit a Form 5498. I know this is a taxable event and seems to work if I just enter the value from the 1099-R, box 1 into box 2a, but that's not how it's listed. How do I enter this into TurboTax Home &amp; Business 2018?<BR /></P>
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How do I enter 401k rollover to Roth IRA into TurboTax Home &amp; Business 2018?
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https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-401k-rollover-to-roth-ira-into-turbotax-home-amp-business-2018/01/470815#M43157
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<P>I did a rollover from a 401k to a Roth IRA between 2 different companies. The 1099-R has $0.00 in 2a Taxable amount. The company that issued the 1099-R (401k administrator) insists it is correct. The Roth IRA company insists that they only need to submit a Form 5498. I know this is a taxable event and seems to work if I just enter the value from the 1099-R, box 1 into box 2a, but that's not how it's listed. How do I enter this into TurboTax Home &amp; Business 2018?<BR /></P>
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When you enter the 1099R, TurboTax will ask if rolled int...
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<P>When you enter the 1099R, TurboTax will ask if rolled into a Roth account and you will answer "yes: and that "all" is rolled over to Roth and them it will be taxable event if coming from a Traditional (non-Roth) 401K.</P><P>To enter pension and annuity Payments (1099-R)<BR />•&nbsp;&nbsp;&nbsp; Click on Federal Taxes <BR />•&nbsp;&nbsp;&nbsp; Click on Wages and Income <BR />•&nbsp;&nbsp;&nbsp; Click on I'll choose what I work on (if shown)<BR />•&nbsp;&nbsp;&nbsp; Scroll down to Retirement Plans and Social Security<BR />•&nbsp;&nbsp;&nbsp; On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button<BR /><BR /><BR /></P><BR />
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