Partial Roth Conversion - entering taxable amount

vrraghuraman — Sat, 08 Mar 2025 18:47:39 GMT

I had 80k in a Personal IRA with both Deductible/non-deductible contributions

I converted 40K of which only 22k is Taxable .

I received a 1099-R from the brokerage house with the following

Box1 - 40k

Box 2 - Taxable amount 40k

Box 2b Taxable amount not determined is Checked

Box 7 distribution code - 7 / IRA checked

The taxable portion is only around 22k and i am not able to input this in Turbotax. Can someone help please

Re: Partial Roth Conversion - entering taxable amount

dmertz — Sun, 09 Mar 2025 13:32:13 GMT

Duplicate question answered here: