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shredsutherlin
October 8, 2019
Question

Where do I report rolling money from a traditional IRA to a Roth IRA

  • October 8, 2019
  • 1 reply
  • 0 views
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1 reply

VolvoGirl
VolvoGirl
Employee
October 8, 2019

You enter the 1099R you got for it.

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.

 

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