- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
As a follow up question, because last year I had made several withdrawals from my rollover IRA throughout the year and the last withdrawal that I made was for the Roth IRA conversion. How do I let TurboTax know the amount that I had converted to my Roth IRA?
In my 1099-R form, it showed the total amount of my distribution and the total taxable amount. In addition, it showed the Federal Tax and State Tax withhold amounts. Hence, I don't see how TurboTax can figure out the amount of my Roth conversion.
‎February 10, 2025
1:29 PM