Carl
Level 15

Retirement tax questions

yes. You enter the 1099-R exactly as printed. Note that contributions to a ROTH are taxable income. So if you converted from a traditional retirement account to a ROTH, then entire amount converted is taxable in the tax year of conversion. If you're under the Deductions & Credits tab for the contributions credit, you don't enter anything there. Just "work it through" and if you qualify for a credit, the program will know. I'm not sure, but I don't think there is any credit for a conversion. Only for actual contributions during the tax year.