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Get your taxes done using TurboTax
If you received a check, and you sent the money to the Roth account yourself, then the 1099R will have code 1 for a normal distribution. TurboTax will then ask what you did with the money and you should be able to answer that it was a Roth conversion. If this was a direct conversion from one plan to the other, it will be code 2 and that should take care of it.
‎November 10, 2021
5:42 PM