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Get your taxes done using TurboTax
Report the Roth conversion by only entering the Form 1099-R and answering TurboTax's follow-up questions as I described in an earlier post above. As I've said several times, if you got no Form 8606 as part of the tax return, you failed to indicate in those follow-up questions the amount that was converted to Roth. It seems that you instead reported it as a rollover.
‎October 29, 2022
8:06 AM