Get your taxes done using TurboTax

BillM223 · ‎March 21, 2024

In the screens after the data entry of the 1099-R, you will (eventually) see a screen like this:

So, first, tell TurboTax that you moved this money into another retirement account.

Then say that you did a combination of rolling over, converting, or cashing out the money.

Then enter the amount converted to the Roth IRA.

Let us know if this does not work for you.

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