DanaB27
Expert Alumni

Get your taxes done using TurboTax

To confirm you have two Form 1099-R? One for the rollover the Traditional IRA IRA with code G and one for the conversion from Traditional IRA to Roth IRA?

 

Please enter all Form 1099-Rs as received.

 

For the Form 1099-R with code G when you say "No" to the follow-up question TurboTax knows this was rolled over to another pre-tax account:

 

  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 "No"

 

Then you will enter the 1099-R for the conversion (which is taxable since you had pre-tax funds in the Traditional IRA):

 

  1. Enter the information from your 1099-R for the conversion
  2. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion" screen and choose “I converted some or all of it to a Roth IRA
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