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Retirement tax questions
To convert a Traditional IRA to a Roth
- Type "1099-r" in Search in the upper right
- Select "Jump to 1099-r"
- EDIT your 1099-R
- Continue until you see What Did You Do With The Money from...
- Select "I moved the money to another retirement account (or returned it to the same retirement account)
- Choose "I did a combination of rolling over, converting, or cashing out the money
- Enter the amount converted to a Roth IRA account
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‎January 28, 2022
2:55 PM