royper
Returning Member

Deductions & credits

When I go through the "I'll do it myself" by practicing on an old filled-in 2023 return in turbotax deluxe (NOT ONLINE) and try to enter the 1009-R from a IRA conversion using I'll do it myself, I don't see a quesion related to "what did you do with the money'.  It does seem that by selecting code H on the first code in line 7, (direct rollover of a designated ROTH) that this where I tell TT that the distribution is a ROTH conversion?

 

Is the question only for the online version?

 

The 1099-R form I received has code 7, in box 7.  Should it be H instead?  Code 7 is a "normal distribution'.  I added that as a second entry in line 7 in TT to 7.

 

Is this correct?

 

Thanks