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March 12, 2025
Question

How do I enter my form 1099R distribution from my traditional IRA

  • March 12, 2025
  • 1 reply
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I did a Roth conversion distribution from my traditional IRA. How do I make this entry?

    1 reply

    March 12, 2025

    When entering your form 1099-R, in the follow-up interview, you have to indicate to TurboTax that the distribution was moved to a Roth IRA.

     

    Enter your form 1099-R by following these steps:

    1. In TurboTax, open your tax return
    2. Click on Federal in the left-hand column, then on Wages & Income
    3. Navigate to the list of income categories
    4. Locate the section Retirement Plans and Social Security and click on the arrow on the right
    5. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
    6. Enter your form 1099-R and follow the interview
    7. When you arrive to the page Did you move the money to a Roth IRA?, click on the radio button Yes, this money was rolled over to a Roth IRA  and Click Continue
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