sprugg828
New Member

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.