turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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 need to change the 2018 year end balance of my IRA so that my ROTH IRA conversion calculates correctly. Where do I click to go back to change this?

 
Connect with an expert
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
DanaB
Expert Alumni

I need to change the 2018 year end balance of my IRA so that my ROTH IRA conversion calculates correctly. Where do I click to go back to change this?

Please follow the instructions below:

  1. Login to your TurboTax Account 
  2. Click “Take Me To My Return
  3. Click on the Search box and type “1099R”.
  4. Click on “Jump to 1099R”.
  5. On the "Your 1099-R Entries" screen click "continue"
  6. Continue until "Any nondeductible Contributions to your IRA?" and  answer "yes"  
  7. Answer the questions until you get to the "Tell Us the Value of Your Traditional IRA" screen and edit your answer.

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies