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February 14, 2025
Question

i have entered roth rollover contributions from my 1099-r, do i need to add that again in my roth ira section under deductions and credits?

  • February 14, 2025
  • 1 reply
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i have automatic roth rollover from after tax contributions in my 401k ->this is reflected in my 1099-r form so it's input into the wages & income section...do I need to enter in the deductions and credits section about owning a roth ira? assuming that it's already covered and want to make sure i'm filling this out correctly

    1 reply

    Employee
    February 14, 2025

    No.  This rollover is not a new contribution and must not be entered under Deductions & Credits.