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Retirement tax questions
You should have gotten a Form 1099-R to report the conversion to the Roth IRA. You can indicate in the follow-up questions that it was converted to the Roth IRA. Do not enter anything in the IRA contribution section.
I assume you got a Form 1099-R with code G:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Enter the Form 1099-R information
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
- On the "Did you move the money to a Roth IRA?" screen answer "Yes"
- Say "Yes" to "Did you make after-tax contributions"
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March 25, 2025
3:32 AM