Please verify the steps for entering the Roth conversion in TurboTax Online:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- 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”
- On the "Review your 1099-R info" screen click "Continue"
- Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
- Answer the questions about the basis from line 14 of your 2022 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs
Please note if you have a * next line 13 and 18 then TurboTax is using the Taxable IRA contribution worksheet and lines 6 to 12 will be blank.
Please see How do I enter a backdoor Roth IRA conversion? for additional information.
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