Deductions & credits

If both the rollover from your 401(k) to the Traditional IRA account and the Roth Conversion were both in 2023, you should have received a Form 1099-R for each transaction.

First, input your Form 1099-R from the rollover, which should have Code G in box 7.

1. Select Wages & Income
2. Locate the Retirement Plans and Social Security section and select Show more, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
3. Answer Yes to Did you get a 1099-R in 2023?, then Continue.
   • If you land on the screen, Your 1099-R Entries, select Add Another 1099-R
4. Select how you want to enter your 1099-R (import or type it in yourself) and walk through the interview questions.

Next, input your Form 1099-R from the Roth Conversion.

1. Add Another 1099-R
2. Select how you want to enter your 1099-R (import or type it in yourself) and follow the instructions
3. Answer the questions on the following screens, until you reach Tell us if you moved the money through a rollover or conversion.
4. Select I converted some or all of it to a Roth IRA and Continue
5. Next, choose Yes, all of this money was converted to a Roth IRA and click Continue
6. Continue answering questions until you come to the screen, Review your 1099-R info.