Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 15, 2025 11:41:55 AM

I am not getting the option to enter an IRA to Roth conversion for my spouse. What check box am I missing?

0 1 713
1 Replies
Expert Alumni
Feb 15, 2025 12:56:58 PM

The first step to entering a Traditional IRA to Roth IRA conversion is to enter the Form 1099-R that is reporting the distribution from your spouse's Traditional IRA.  The follow-up questions after entering the Form 1099-R will indicate what was done with the money from the distribution.  That is how you indicate that it was converted to a Roth IRA.  

 

Be sure to indicate whose Form 1099-R you are entering if you have more than to enter.