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Get your taxes done using TurboTax
When you are entering Form 1099-R into your tax return, the follow-up questions will allow you to enter the portion that was rolled into a Traditional IRA and the portion that was converted to a Roth IRA.
Look for the question that asks what you did with the money. Answer I moved the money to another retirement account.
Then, choose I did a combination of rolling over, converting, or cashing out the money to answer the question that appears.
Then enter the amount that was converted to the Roth IRA. The remaining amount will be assumed to have been rolled into the Traditional IRA.
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March 19, 2022
1:15 PM