Retirement tax questions

The best thing to do might be to delete the 1099R form and begin again.  Sometimes data gets stuck in a loop.  Here's how to delete the form:

How do I view and delete forms in TurboTax Online?

  • Open or continue your return in TurboTax.
  • In the left menu, select Tax Tools and then Tools.
  • In the pop-up window Tool Center, choose Delete a form.
  • Select Delete next to the form/schedule/worksheet in the list and follow the instructions.

Next follow these steps to report the distribution and conversion.

 

Here is a TurboTax article about converting to a Roth IRA.