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New Member
posted Mar 31, 2025 3:12:52 PM

On pension deduction worksheet what is If Roth Conversion?

That is what pension deduction worksheet ihas highlighted --the decoction highlighted that is incorrect or missing?

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1 Replies
Expert Alumni
Apr 8, 2025 11:43:48 AM

Your 1099-R for the rollover of the Roth should be entirely non-taxable - that is the full amount should be in box 1 and box 2a should be blank or zero.  Then in box 7 the code should be H.

 

@lorieoye