AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

One of the follow-up questions after entering your Form 1099-R reporting the distribution asks 'What did you do with the money?'  You can indicate that you moved it to another retirement account.

 

Then, the question is whether you rolled over the amount to another Traditional IRA or if you did a combination of rolling over, converting, or cashing out the money.  When you choose the 'combination' option, you can enter the total amount that was converted to a Roth IRA.  It does not have to be a true combination of those choices.

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