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Level 2

Question

Trad IRA to Roth IRA conversion

Forum|Forum|6 years ago
October 8, 2019
1 reply
0 views

I have converted my trad IRA to Roth. I have received a 1099-R and reported it as an income. Do I need to file another form? Is this a taxable event?

Level 15

Yes it should be taxable. Did you get a taxable amount on 1040 line 4b? The 1099R is all you need to enter.

NazitaAuthor

Level 2

I did my taxes on Turbotax and not sure how to pull 1040 line 4b. How would I see that?

I just know when I was filling out boxes, TurboTax mentioned that I will need to amend my 2017 return. Do you know why?

Level 15

No I don't know why. We can't see your return. Was it when you entered the 1099R? Maybe someone else has an idea, @dmertz