To enter the Form 1099-R for conversion to a Roth IRA in TurboTax Online:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- 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:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- 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:
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen
- On the "Did you move the money to a Roth IRA?" screen
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