Get your taxes done using TurboTax

You will enter the Form 1099-Rs in the retirement section:

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. Click "Continue" and enter the information from your 1099-R

For the 1099-R code G that you converted to the Roth IRA you will see these follow-up questions:

1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
2. On the "Did you move the money to a Roth IRA?" screen answer "Yes"

Please be aware, your Roth IRA contribution may be limited based on your filing status and income. Please see 2024 - Amount of Roth IRA Contributions You Can Make for 2024. Your Modified Adjusted Gross Income  is calculated according to the Worksheet 2-1. Modified Adjusted Gross Income for Roth IRA Purposes

Please see What happens if I made an excess Roth IRA contribution for additional information.