MarilynG1
Expert Alumni

Retirement tax questions

When Distribution Code 7 appears on a 1099-R, TurboTax reports it as a regular distribution.  If you converted part of the distribution to a Roth IRA, (back-door Roth contribution),  you are correct that you have to explain what you did.  

 

This is a two-step process to report in TurboTax.  Click this link for the steps. 

 

 

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