After entering your Form 1099-R, you shouldn't delete the form. Instead, continue through the follow-up screens.
On the "Review your 1099-R Summary" page, click Continue. TurboTax will then ask what you did with the money. Be sure to indicate that the funds were moved to a Roth IRA (Roth conversion) if that applies. This step ensures the program calculates the taxable portion correctly.
Once completed, review your Form 1040, line 4b, to confirm the taxable amount reflects the conversion properly.
(EDITED Feb 18, 2026, 1:20 pm, PST)
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