dmertz
Level 15

Retirement tax questions

Generally, only with the CD/download version of TurboTax.  With the CD/download version of TurboTax you can enter the Form 1099-R in forms mode.  Otherwise you'll need to wait for the retirement section of TurboTax step-by-step mode to be enabled.

 

You could independently determine the taxable amount of your Roth conversion and enter it as miscellaneous other income.  It would show up on the wrong line of Form 1040 and might not properly update any amount of basis you might have in nondeductible traditional IRA contributions, but you should see the appropriate change in your AGI and tax liability.