Retirement tax questions

You need to enter a 1099R for the conversion.  But there is a code you would need for box 7.  Not sure what code you would put in to test.  If you actually do it then you will get the 1099R by Jan 31 from the 401K plan.  

 

Enter a 1099R under

Federal Taxes

Wages & Income

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit