Hi DoninGA, Thanks for your detail instruction. I didn't paid from the distribution therefore it's not on 1099-R form.

[2023RK]

Hi VolvoGirl, I only mentioned 2023 because I paid for this conversion at the same time as I paid for 2023 taxes which was in Feb. '24. Yes, it causes confusion, sorry.

[VolvoGirl]

You should have added this on your original thread.   But if you didn’t have the tax withholding taken out in 1099R box 4 then how did you pay it? Oh, probably as an Estimated payment?

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to

Federal on left or at top (Personal for Home & Business)

Deductions and Credits

Then scroll way down to Estimates and Other Taxes Paid

Estimated Taxes - click the start button

Federal Estimated payments should be on 1040 line 26.