2023 Roth Conversion amount

Forum|Forum|2 years ago
February 23, 2024
1 reply
2 views

There appears to be no place in turbo tax to place this year's (2023) (Traditional to Roth) conversion amount?

I have a form 5498 for 2023 indicating I converted $20000 to a Roth. Turbotax only wants my 2022 and prior conversions. This seems strange to me. Is there an internal calculation being made that I'm unaware of?

fanfare

Level 15

the place to enter it is where you input your 2023 1099-R that reports that conversion.

j1taylorAuthor

Level 2

Yep, I see that now. In turbotax, a few questions after 1099-R, it does ask how much was converted into the Roth IRA.

Thank you .

2023 Roth Conversion amount

1 reply

Unlock tailored help options in your account

Get answers to all your tax questions

Unlock tailored help options in your account

Get answers to all your tax questions

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded