bowledw
New Member

How do I make sure TurboTax is not counting non-taxable IRA and Roth IRA related rollovers and conversions as taxable income?

I have a company-sponsored 401k program that allows me to make contributions on a post-tax basis. In 2018 I took some of these post-tax contributions and rolled them over into a Traditional IRA. After that, the Traditional IRA was converted into a Roth IRA. I've uploaded both of my Form 1099-R's related to both transactions to TurboTax, but at the moment, TurboTax wants to treat the IRA to Roth IRA conversion as federally and state taxable income (which it's not). How do I fix this or otherwise force TurboTax to treat this activity as rollover/conversion activity and not a taxable distribution?