dmertz
Level 15

Retirement tax questions

If the funds are in two separate accounts from which the rother conversions are performed, there will be two separate distributions for conversions to Roth.  You'll enter the two 2022 Forms 1099-R and TurboTax will combine the information onto the single 2022 Form 8606.  The result on Form 8606 will be no different than if all of the funds were in a single account and converted with a single distribution.