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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.
‎April 1, 2021
11:08 AM