DanaB27
Expert Alumni

Retirement tax questions

To confirm you have a Form 1099-R and part of that was converted to Roth and part was cashed out?

 

If yes, then follow these steps:

  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
  5. Select "No, I converted less than $$$" and enter the amount converted.

 

 

If this doesn't answer your question then please provide more details and we will be happy to help you.

 

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