Follow these steps:
- Enter the 1099-R with Box 7 as "G". The box not being checked is common with automated imports.
- After entering the form, click Continue.
- On the "What Did You Do With The Money?" Screen, select the option that says "I converted this to a Roth IRA" or "I moved the money to a Roth IRA".
TurboTax should calculate the taxable amount. If the 1099-R says the full amount is taxable, ensure the summary shows this amount as a taxable conversion to a Roth. Verify that the amount appears on Form 8606, which handles Roth conversions.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
