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Retirement tax questions
To add some clarifying help here, I hope.
I found where to indicate the amount of the 1099-R entry you converted from a Traditional IRA to a Roth IRA...It is in the screens following the entry of the 1099-R information where it asks you, "What Did You Do With The Money From...?" Click the radio button " X moved the money to another retirement account (or returned it to the same retirement account)". Then another set of radio buttons appear. If you did a CONVERSION, select the radio button that says, " X did a combination of rolling over, converting, or cashing out the money". Then some boxes appear for you to enter the amount of the conversion. Hope this helps.
‎January 10, 2023
7:02 AM
9,128 Views