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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

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

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
dmertz
Level 15

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

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

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