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hcoccoli
New Member

I received two 1099-R forms from Vanguard. One for IRA distribution and another for Roth conversion. How do I add the Roth conversion 1099-R information?

Where do I add the Roth conversion?
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1 Reply
AnnetteB6
Employee Tax Expert

I received two 1099-R forms from Vanguard. One for IRA distribution and another for Roth conversion. How do I add the Roth conversion 1099-R information?

You add both of your Form 1099-R as part of your tax return.  Pay close attention to the follow-up questions after you enter each form and as you leave the 1099-R section.

 

There will be a question about what you did with the IRA distribution that was converted to the Roth IRA.  This is how you will indicate that it was converted.  You do not enter anything as a Roth IRA contribution as part of your return.

 

See the following TurboTax help article for guidance about where to enter the Forms 1099-R:

 

Where do I enter my 1099-R?
 

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