Get your taxes done using TurboTax
You have the $1,000 as taxable and it should not be. See step 3 above and posted again for your review and to change your entry.
- The Form 1099-R was completed correctly except you must make one Forms 1099R for $6,000 only.
- Converted to Roth should also be $6,000. This will remove the $1,000 that should not be taxable since you withdrew it before the due date of your return. If you had any earnings during the time the money was in the traditional IRA, this would be included in the 1099R.
