Roth IRA -- How to specify a Conversion instead of a Contribution

[smarve68]

I opened a Roth IRA in April, 2019 for the 2019 tax year.  It was a conversion from another financial holding I had (as opposed to a contribution).  The amount converted was a little over $7000.00, and I don't see where I can specify that this was a conversion rather than a contribution.  Of course, Turbo Tax is telling me that I over-contributed because it is treating it as a contribution.  Thanks much for help!

[macuser_22]

A "conversion" means that you had  money in another non-Roth account and converted it to a Roth IRA.   You would receive a 1099-R for that distribution and when you enter the 1099-R yon tell TurboTax that you converted that to a Roth.    You do NOT enter that in the IRA contribution section.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

If this was a rollover or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved.  Say that it was converted to a Roth.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]