Please follow the instructions below:
- Login to your TurboTax
Account
- Click "Take Me To My
Return"
- Click "Federal"
from the left side of your screen
- Scroll down to “Retirement
Plans and Social Security” and click “Show more”
- Scroll down and click "Start" next
to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to
the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it
Myself"
- Choose "Form 1099-R,
Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue" and
enter the information from your 1099-R
- Answer questions until you get to
“What Did You Do With The Money” and choose “I moved it to
another retirement account”
- Then choose “I converted all of
this money to a Roth IRA account.”
- On the "Your 1099-R
Entries" screen click "continue"
- Answer "yes" to
"Any nondeductible Contributions to your IRA?"
- Answer the questions about the
basis
