ColeenD3
Expert Alumni

Retirement tax questions

If you rolled it over yourself, within the 60 days, you should have received a a1099-R. Enter the form in the Retirement section in Wages and Income. Enter it under 1099-R.

 

As you progress through the interview screen you will be asked what you did with the money. Indicate that you put it in a Roth. You will be taxed on the conversion.