Get your taxes done using TurboTax

No, for the withdrawal of the Roth contribution of $6500 plus the earnings you will enter the 1099-R you received in your 2018 amended tax return. Please see How do I amend a 2018 return in TurboTax? for additional information.

If I understand correctly you also converted funds from a traditional IRA to a Roth IRA and this traditional IRA had nondeductible contributions. After you enter your 1099-R, TurboTax will ask follow-up questions, one of them about "if you had any nondeductible contributions" and you will be able to enter the amount. Please see the detailed instructions below:

1. Login to your TurboTax Account 
2. Click "Federal" from the left side of your screen
3. Scroll down to “Retirement Plans and Social Security” and click “Show more”
4. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
5. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
6. Click "I'll Type it Myself"
7. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
8. Click "Continue" and enter the information from your 1099-R
9. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account”
10. Then choose “I converted all of this money to a Roth IRA account.”
11. On the "Your 1099-R Entries" screen click "continue"
12. Answer "yes" to "Any nondeductible Contributions to your IRA?"
13. Answer the questions about the basis

Please be aware that the whole distribution will show as income in TurboTax on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 4b (taxable amount).

To preview Form 1040:

1. Click on "Tax Tools" in the left menu
2. Click "Tools"
3. Click "View Tax Summary" in the Tool Center window
4. Click on "Preview my 1040" on the left