DanaB27
Expert Alumni

Get your taxes done using TurboTax

You should review each Form 1099-R entry and verify that you selected conversion in the follow-up question for the ones that were converted.

 

  1. Click on "Search" on the top right and type “1099-R” 
  2. Click on “Jump to 1099-R”
  3. On the "Review your 1099-R info" screen click "Edit"
  4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA

@Evi1anne1 

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