Thank you for your replies. I went to the 2021 desktop TurboTax Premier, using a "made-up" 1099R and input the following steps. Please let me know if the steps are correct.
1. "Wages and Income", "Retirement Plan and Soc Sec", "IRA, 401K, Pension Plan (1099R)"
2. "Your 1099R Entries" - "add another 1099R"
3. "Enter 1099R" - box 1 and 2a, enter the same amounts - i.e, $20,000, box 2b check "total distribution", box 7 "G", IRA/SEP/Simple box not checked, leave all other field, leave blank
4. "Rollover 401K to Roth 401K" - "no", since this is a rollover of 401K to Roth IRA
5. "Was this money rolled over to Roth IRA - "Yes"
6. "Rollover of 401K to Roth IRA" - "no" - did not make after tax contributions
7. "qualified disaster distributions" - "no"
The software appeared to process this correctly. When I checked the 1040SR tax return, I saw TurboTax put "rollover" next to the 5b box, pension and annuities taxable amount line, which has the converted amount (i.e, $20,000). As far as I cane tell, there is the only change on the tax return forms. I thought it would generate form 8606 non-deductible IRA, but TurboTax did not generate this form. Please advise.
