topic 2023 Traditional IRA to Roth IRA Conversion using Turbo Tax in Get your taxes done using TurboTax

2023 Traditional IRA to Roth IRA Conversion using Turbo Tax

nortondj — Tue, 10 Feb 2026 10:16:40 GMT

I don't see where i put the amount I converted from traditional IRA to Roth IRA in 2023 using Turbo Tax Deluxe. It only asked about conversions prior to 2023.

Re: 2023 Traditional IRA to Roth IRA Conversion using Turbo Tax

Anonymous_ — Fri, 05 Jan 2024 20:04:27 GMT

I will page @dmertz

Re: 2023 Traditional IRA to Roth IRA Conversion using Turbo Tax

VolvoGirl — Fri, 05 Jan 2024 20:07:54 GMT

Wait to get the 1099R. That section might not be ready yet.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit