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Level 1
April 14, 2026
Question

how do I enter a ROTH Conversion

  • April 14, 2026
  • 1 reply
  • 0 views
why is my ROTH conversion saying I overcontributed

1 reply

VolvoGirl
Level 15
April 14, 2026

Only enter it from the 1099R.  Do not enter it under Deductions as a contribution.  

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start