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New Member
posted Feb 10, 2025 11:37:28 AM

I can't get the program to recognize my pension payout conversion to my Roth account as a conversion

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1 Replies
Expert Alumni
Feb 14, 2025 1:21:39 AM

To enter the Form 1099-R for conversion to a Roth IRA in TurboTax Online: 

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA

 

In TurboTax Desktop:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA

 

If your Form 1099-R has code G you will get these questions instead the ones mentioned above:

 

  1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen 
  2. On the "Did you move the money to a Roth IRA?" screen