Hi. The last week of Dec 2022 I did a Roth conversion of about $44,000. It was too late in the year to get a Form 1099-R for that from my brokerage but I filed a substitute 1099-R and paid the taxes on that conversion when I filed my 2022 Tax Return in 2023.
In 2023 I did a second Roth conversion of about $9,000 which I will file on my 2023 Tax Return.
This year I got two 2023 Form 1099-Rs: one for the $44,000 and the other for the $9,000. I'm trying to figure out how to enter into Turbo Tax that I already paid the taxes on the 2022 Roth conversion with my 2022 Tax Return. This year I should only have the $9,000 conversion to pay taxes on with my 2023 Tax Year. Could it be so simple as just not enter the 1099-R ($44,000) in Turbo Tax and pretend it doesn't exist in my 2023 Tax Return?
Thank you.
