dmertz
Intuit Alumni

Get your taxes done using TurboTax

You'll need to amend your 2023 tax return to make the correction on that tax return and you'll need to zero out the $6,500  of basis carried over to your 2024 tax return.

 

TurboTax used to have a selection to explicitly indicate a Roth conversion, but they eliminated that (at least in the desktop version) more than a few years ago, now requiring the slightly convoluted way of indicating a Roth conversion.