Retirement tax questions

Do you have code G in box 7? If yes, then TurboTax should ask you the following questions after you entered the 1099-R :

1. Enter the information from your 1099-R
2. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
3. On the "Did you move the money to a Roth IRA?" screen answer "Yes"

If you have other codes then you should see these follow-up questions in TurboTax Desktop:

1. Enter the information from your 1099-R
2. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account”
3. Then choose “I did a combination of rolling over, converting, or cashing out money.” and enter the amount next to "Amount converted to a Roth IRA account"

In TurboTax Online:

1. enter the information from your 1099-R
2. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion" screen and choose “I converted some or all of it to a Roth IRA”