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

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

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

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
AnnetteB6
Employee Tax Expert

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

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.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question