Retirement tax questions

To enter the Form 1099-R for conversion to a Roth IRA in TurboTax Online: 

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”

In TurboTax Desktop:

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”

If your Form 1099-R has code G you will get these questions instead the ones mentioned above:

1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen 
2. On the "Did you move the money to a Roth IRA?" screen