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Retirement tax questions
If you did not make a contribution to the traditional IRA in 2021 then please delete that entry.
- Click “Deductions &Credits” on the top
- Click "I'll choose what to work on"
- Scroll down to “Traditional and Roth IRA Contributions” and click “Start”
- Deselect “traditional IRA” and click continue
- Confirm the deletion
You will only enter your 1099-R for the conversion with the steps mentioned above. Please be aware, conversions are taxable since you are moving pre-tax funds into an after-tax account.
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March 24, 2022
9:59 AM