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Level 2

Question

Roth Conversions

1 reply
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What forms does TurboTax automatically generate for a Roth Conversion based on the information provided by the client?

Ask the Experts - Retirement II - June 2024

Level 5

To enter a conversion from a traditional IRA to a Roth IRA in TurboTax, you would enter your Form 1099-R into TurboTax and provide answers to the interview questions indicating the amount that you converted to a Roth IRA. Once you’ve entered the conversion, TurboTax will automatically generate a Form 8606, Nondeductible IRAs, which will be included as part of your income tax return.

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