Solo 401k 1099-R, 用TurboTax 报税时，是填写到哪个位置？有两个地方可以填写1099-R

你们是按照下面填写在这个位置吗?

Here’s how to enter your Solo 401(k) contributions in TurboTax:
1. open or continue your return.
2. Search for self-employed retirement plans (be sure to include the hyphen) and select the Jump to link.
3. Answer Yes to the question, Did you make a 2023 self-employed retirement plan contribution?
4. Answer Yes to Did you contribute to an Individual or Roth 401(k) plan?
5. On the next screen, enter your Elective Deferralsand any Catch-Up Contributions you made in 2023.

还是填写到
Here's where to enter your 1099-R in TurboTax:
1. Open or continue your return.
2. In the Federal section, select Wages & Income.
3. Scroll to locate Retirement Plans and Social Security.
4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

我第一种方式填写后，没有在1040form 5a 显示，所以按照第二种方式填写，不知道是对于solo 401k不是填写错了
 

所有跟帖： 

• 有人了解这种情况吗？谢谢！ -bayuquan- ♀ (0 bytes) () 04/21/2024 postreply 08:39:21

• personal income/retirment -slow_quick- ♂ (0 bytes) () 04/21/2024 postreply 11:55:18

• 那就是填写到上面说的第二种情况的位置，我是填到这里，才在1040 5a上显示出Roth solo 401k的金额，谢谢！ -summerp- ♀ (0 bytes) () 04/21/2024 postreply 12:02:30