DanaB27
Employee Tax Expert

Get your taxes done using TurboTax

I was not able to recreate your error. Please delete and renter your 1099-R.

 

  1. Open your return
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Click "Continue" and enter the information from your 1099-R
  5. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account
  6. Then choose “I did a combination of rolling over, converting, or cashing out money.” and enter the amount $6,000 next to "Amount converted to a Roth IRA account"
  7. On the "Your 1099-R Entries" screen click "continue"
  8. Answer "yes" to "Any nondeductible Contribution to your IRA?" if you had prior year nondeductible contributions
  9. Answer the questions about the basis and the value on Dec 31,2020.
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