shanavt
Returning Member

Get your taxes done using TurboTax

Hello - this was very helpful but I am wondering if you can provide instructions on what to do in the previous year.  So I contributed to a Traditional IRA and converted to a Roth for tax year 2022 but I did it between January 1, 2023 and April 18, 2023 so I don't have a 1099-R for 2022.  Can you provide step-by-step instructions for the online TurboTax for that scenario?  And what my 1040 and 8606 should look like?  Thanks!