topic How do I report a 1099R IRA traditional to a 1099R roth? Total amount was rolled over and converted within 60 days in Retirement tax questions

How do I report a 1099R IRA traditional to a 1099R roth? Total amount was rolled over and converted within 60 days

familyofrz — Mon, 09 Mar 2026 04:42:20 GMT

Re: How do I report a 1099R IRA traditional to a 1099R roth? Total amount was rolled over and con...

ColeenD3 — Mon, 28 Feb 2022 13:00:37 GMT

If you rolled it over yourself, within the 60 days, you should have received a a1099-R. Enter the form in the Retirement section in Wages and Income. Enter it under 1099-R.

As you progress through the interview screen you will be asked what you did with the money. Indicate that you put it in a Roth. You will be taxed on the conversion.

Re: How do I report a 1099R IRA traditional to a 1099R roth? Total amount was rolled over and con...

ColeenD3 — Mon, 28 Feb 2022 16:13:32 GMT

You asked about the taxability. Yes, if you roll amounts from a traditional IRA to a Roth IRA, those amounts are taxable. You had two 1099-Rs. It is taxable since your rolled pretax money into an after tax account.