dmertz
Level 15

Get your taxes done using TurboTax

A Roth conversion is reported by entering a Form 1099-R for the traditional IRA distribution, indicating that you moved the money to another retirement account, that you did a combination of rolling over, converting and cashing out, the indicating the amount that was deposited into the Roth IRA.  it is not entered anywhere under Deductions and Credits.

 

A Form 1099-R for a distribution from a traditional IRA will have code 7 if you are over age 59½, the IRA/SEP/SIMPLE box marked, the gross distribution amount in boxes 1 and 2a, and box 2b Taxable amount not determined marked.