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Get your taxes done using TurboTax
In TurboTax Desktop on the “What Did You Do With The Money” screen you will get the following options:
- I moved it to another retirement account
- I did something else with it (cashed out, etc)
When you click on "I moved it to another retirement account" the screen will open up with more choices. Here you can choose “I did a combination of rolling over, converting, or cashing out money.” and enter the amount next to "Amount converted to a Roth IRA account"
If you do not get this screen you might have to delete your Form 1099-R entry and reenter it.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Your 1099-R Entries" screen click the "Trash icon" to delete the Form 1099-R
- Click "Add Another 1099-R" to reenter the Form 1099-R
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February 21, 2024
3:44 AM
604 Views