dmertz
Level 15

Get your taxes done using TurboTax

In any year that you do a Roth conversion, Form 8606 Part II is required to be included in your tax return.  All Roth conversions are required to be reported on Form 8606.

 

You are required to enter the Form 1099-R.  Whatever tax withholding is shown on the form is credited on your tax return to be applied to your actual tax liability.