Traditional IRA to Roth Conversion

[turk1818]

I made a Traditional IRA conversion to a Roth this past year.  I was taxed on the rollover amount which I was expecting.

I do not see anywhere that would indicate that the rollover amount was applied to my Roth account.  Is that something needs to be captured somewhere?

[ThomasM125 · Accepted solution]

When you indicate that you moved your IRA distribution to another retirement account and did a combination of rolling over, converting and cashing out money, and then enter the amount converted to a ROTH IRA, TurboTax will make the appropriate entry on page two of Form 8606 to report the rollover.

[Edited 3/6/24 at 11:23 AM PST] @turk1818

[koulekovag]

Thank you so much for answering. I think i fixed it also by stating that my contribution to TIRA was $7500 ( i had $7510 before), and also my adding the $10 as capital gain.  Thank you!