DanaB27
Expert Alumni

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:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Enter the Form 1099-R information
  4. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
  5. On the "Did you move the money to a Roth IRA?" screen answer "Yes"
  6. Say "Yes" to "Did you make after-tax contributions"
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