Roth Conversion and Fidelity Download

[altrp]

This past year I converted funds from a traditional IRA to my Roth..... both were held at Fidelity.  I have downloaded my Fidelity data....... my questions is..... did this conversion/reinvestment transfer to Turbo Tax or should I be adding it to my Retirement Investment (Traditional & Roth IRA Contribution) section?

Also did the same download give me credit for my investment management fees paid?

[dmertz]

Do not include the Roth conversion anywhere under Deductions & Credits.  It's entirely reported by entering the  Form 1099-R that reports the distribution from the traditional IRA and answering the questions that immediately follow to indicate that you moved the money to another retirement account and the amount that you converted.

[altrp]

Thank you....