You will enter the Form 1099-R with code 2 for conversion and indicate in the follow-up questions that it was convert as in the instructions mentioned above.
The Form 1099-R with code 8J indicates you had an excess Roth IRA contribution for 2024 plus earnings returned to you. Only the earnings listed in box 2a will be taxable. You will add this Form 1099-R when you see the "Review your 1099-R info" screen. Please make sure you click continue after adding all Form 1099-Rs and enter the earnings from box 2a under "Corrective distributions made before the due date of the return" when you get the "Did you use your IRA to pay for any of these expenses?" screen at the end of the retirement interview.
To check you entries please check Form 1040 line 4.
To preview Form 1040:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
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