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Get your taxes done using TurboTax
Not sure all the valid 1099-R codes for a Roth conversion but mine has Code 2 (early distribution, exception applies) in Box 7 and IRA/SEP/SIMPLE checked. Box 1 and 2a should the amount of the conversion with 2b "taxable amount not determined" checked.
After inputting the 1099-R in EasyStep you should get to a screen which asked what you did with the money where you can put in that it was for a Roth conversion.
‎February 19, 2025
9:15 AM