DanaB27
Expert Alumni

Get your taxes done using TurboTax

Just to verify you did a rollover from 457B to a traditional IRA and then later a conversion from the traditional IRA to the Roth IRA? 

 

Yes, for the 1099-R regarding the conversion from traditional IRA to Roth IRA you would select "Current year conversion from a traditional IRA to a ROTH IRA"

 

Did you get a second 1099-R for the rollover from the 457b to the traditional IRA?

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