Enter the Conversion from a Traditional IRA to a Roth IRA
- Open your return
- Go to income section
- Delete your 1099-R
- Re-enter and leave the taxable amount blank for now, enter the code 7
- Answer None of these apply when you reach the screen Do any of these situations apply to you?
- Answer from a traditional IRA, continue
- Inherit no, continue
- Select I moved the money to another retirement account,
- drop down appears, select I did a combination of rolling, converting or cashing out the money,
- drop down, enter amount converted to ROTH
- continue
- HSA, no, continue
- Continue answering questions until you come to the Your 1099-R Entries screen
Your return should be fine. You can go back and enter the taxable amount but do not continue through the screens again. Your tax liability will not change at this point.
@brilliantbreakfast
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
