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Get your taxes done using TurboTax
When entering the code-G Form 1099-R, make sure to indicate that this distribution from the 401(k) was not rolled over to any kind of Roth account. TurboTax will then treat it as a rollover to a traditional IRA.
After entering the Form 1099-R for the distribution from the traditional IRA and indicating the amount converted to Roth, be sure to click the Continue button the the page that lists the Forms 1099-R that you have entered and answer any additional questions posed by TurboTax.
‎February 15, 2024
12:23 PM