topic Re: How do you file a conversation from Traditional 401 to a Roth 401 within the same retirement brokerage? in Get your taxes done using TurboTax

How do you file a conversation from Traditional 401 to a Roth 401 within the same retirement brokerage?

CuriousNumber — Sun, 05 Oct 2025 21:52:47 GMT

Did a 1 time conversion from Traditional 401 to Roth 401 in the same retirement company. How do you file this in TurboTax?

Re: How do you file a conversation from Traditional 401 to a Roth 401 within the same retirement brokerage?

VolvoGirl — Sun, 05 Oct 2025 23:13:48 GMT

You should have received a 1099R for it. Don't try to import it. It's just as easy to manually enter it.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.

Re: How do you file a conversation from Traditional 401 to a Roth 401 within the same retirement brokerage?

dmertz — Mon, 06 Oct 2025 02:43:00 GMT

This Form 1099-R would have code G in box 7 and the taxable amount in box 2a. When asked, answer Yes, this money rolled over to a Roth 401(k) or Roth 403(b) account.