DanaB27
Expert Alumni

Get your taxes done using TurboTax

Please be aware, you cannot rollover or convert a RMD.  Therefore, if you indicated that all of your distribution was a RMD then the question for the conversion will not come up.

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  4. Enter the information from your 1099-R
  5. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account
  6. Then 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"
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