ErnieS0
Expert Alumni

Retirement tax questions

To convert a Traditional IRA to a Roth

  1. Type "1099-r" in Search in the upper right
  2. Select "Jump to 1099-r"
  3. EDIT your 1099-R
  4. Continue until you see What Did You Do With The Money from...
  5. Select "I moved the money to another retirement account (or returned it to the same retirement account)
  6. Choose "I did a combination of rolling over, converting, or cashing out the money
  7. Enter the amount converted to a Roth IRA account
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