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Get your taxes done using TurboTax
This is entered in the Wages & Income section (see below). First you will have to DELETE the Roth IRA entry. Next, Edit the 1099-R for the traditional IRA and you must indicate that it was converted to a Roth IRA. You will go back to the "Here's your 1099-R info"- Continue.
Next you will see Have you ever taken a disaster distribution before 2022?
Next is Any Nondeductible Contributions to JACK's IRA?
Then you have to go back and enter the 1099-R for the ROTH IRA.
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March 22, 2023
8:34 PM