Received 1099-R from a ESOP. The gross distribution and taxable amount are the same. All the money was put into a Roth IRA. How do I get the cost basis info on 1099-R? in Retirement tax questions
TurboTax “IRA Information Worksheet” Question on “Part II - “Roth IRA” Compared to “Part V Balance c/over to 2026” in Get your taxes done using TurboTax
First year converting post-tax contributions to an IRA that has never had pre-tax funds into a Roth. How do I enter this so that it does not show as income? in Retirement tax questions