SamS1
Expert Alumni

Retirement tax questions

Split the one 1099R into 2 pseudo 1099Rs for input into TurboTax,  First would be for the $6,000 Roth Conversion for 2020 following the steps in the Conversion link.  The other enter as a normal and make sure the  "Taxable Amount not Determined" box is checked.  After you are back to the summary and continue.  At the screen "Any non deductible contributions to IRA?"-Yes.  Net Screen ask for "Total Basis"-$6000.  That should wipe out the taxability of the 2019 Roth conversion.