DanaB27
Expert Alumni

Retirement tax questions

To verify, you did not enter anything under IRA contributions, correct? If you did then delete this entry.

 

You only enter your Form 1099-R for this conversion and answered the follow-up questions to indicate it converted to the Roth IRA:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA
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