HJ66
Level 1

Retirement tax questions

That will work.
What I did first was to use the step-by-step to create the 1099R (just as sent to me by my financial institution). Then I completed all the step-by-steps for the 1099R. When complete, I then opened Forms and opened this particular 1099R. The correction on page 2 of the 1099R only requires two changes: (1) un-check the box on line B5 (entire distribution was NOT converted to a ROTH IRA) and (2) on line B6, enter the amount that was converted to a ROTH IRA. The difference between the Gross distribution (page 1, box 1) and line B6 is the amount rolled over to the IRA.