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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:
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
- 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):
- Enter the information from your 1099-R for the conversion
- 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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March 21, 2025
8:00 AM