Retirement tax questions

@xzhang09 - you are commenting on a year old post.  It would be better to ask a new question and start your own thread.

But as a quick answer - do NOT enter ANYTHING in the IRA contribution section.  A Roth *conversion* is not a contribution.

Enter the 1099-R  in the retirement section and answer the follow-up questions.  A 401(k) to Roth conversion is taxable.

If you have additional questions, we will be happy to answer, but please ask a NEW question and provide details.

I will close this year old thread.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**