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April 9, 2024
Solved

When it says enter My total Roth IRA contributions for 2023 do I enter my amount from the 1099R?

  • April 9, 2024
  • 1 reply
  • 0 views
when do i enter 1099R info?
Best answer by VolvoGirl

No, a 1099R is income not contributions.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
April 9, 2024

No, a 1099R is income not contributions.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself