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Do I need manually enter a 2016 rollover from a pension account to a traditional IRA into the IRA Information Worksheet since TurboTax doesn't show it?

Forum|Forum|7 years ago
June 4, 2019
3 replies
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Note -- I entered the 1099-R showing the distribution. However, the amount does not show up in the IRA Information worksheet, and there doesn't seem to be any place in the step-by-step instructions for reporting the IRA basis and value.

TurboTax Premier Windows

Best answer by dmertz

Other than as part of your December 31, 2016 traditional IRA balance, if needed, nothing of this rollover should appear on the IRA Information Worksheet.

D

dmertz

Employee

Was this a non-periodic distribution from your pension?
Did your distribution from the pension account include any after-tax basis (normally shown in box 5 of the Form 1099-R)?

D

dmertzAnswer

Employee

Other than as part of your December 31, 2016 traditional IRA balance, if needed, nothing of this rollover should appear on the IRA Information Worksheet.

O

oregonoaksAuthor

Yes, this was a total distribution. It did not include any after-tax basis.