dmertz
Level 15

Get your taxes done using TurboTax

You must enter the Forms 1099-R exactly as received.  After doing so you must click the Continue button on the page that lists the Forms 1099-R and enter additional information used on Form 8606 where the calculation of the taxable and nontaxable amounts of your Roth conversion is required to be done.

 

@symaamgf 

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