Yes, taxable event. Enter the Conversion from a Traditional IRA to a Roth IRA
- Open your return
- Go to income section
- Delete your 1099-R -this will delete your answers to start fresh.
- Re-enter and leave the taxable amount blank for now
- 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 answering questions until you come to the Your 1099-R Entries screen
@pdeclerck
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