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Level 3
posted Jan 14, 2024 6:44:29 AM

Which version of TurboTax, e.g., Deluxe or Premier, will deal with a 1099-R ( a conversion from an IRA to a Roth IRA)?

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2 Replies
Level 15
Jan 14, 2024 6:49:36 AM

Every version of the CD/download has all of the same forms and schedules.  You can use Deluxe.

Level 15
Jan 14, 2024 7:11:59 AM

All versions of TurboTax support entering a Form 1099-R that reports a Roth conversion.