You indicate that you converted your IRA to a Roth IRA in the follow-up interview after you have entered your form 1099-R in TurboTax.
This is how you do it in TurboTax Online.
- In TurboTax, open your tax return
- Click on Federal in the left-hand column, then on Wages & Income
- Navigate to the list of income categories
- Locate the section Retirement Plans and Social Security and click on the arrow on the right
- Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
- Enter your form 1099-R and follow the interview
- When you arrive to the page Did you move the money to a Roth IRA?, click on the radio button Yes, this money was rolled over to a Roth IRA and Click Continue
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