turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I enter a conversion from a Traditional to Roth IRA without TurboTax recording a 6% excise tax?

 
1 Reply

How do I enter a conversion from a Traditional to Roth IRA without TurboTax recording a 6% excise tax?

Enter the 1099-R in Federal taxes, Wages and Income; Retirement.

Do not record it as Roth contribution.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v