AnnetteB6
Employee Tax Expert

Retirement tax questions

You enter the Form 1099-R that is reporting the distribution from your Simple IRA and answer the follow-up question that asks what you did with the money.  Your choices will include 'converted all or part of it to a Roth IRA'.  There will be other questions to answer, but that's all that you need to do.

 

You do not enter anything in the Roth IRA contribution section because a conversion and a contribution are two different ways to put money into a Roth IRA.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"