topic 2023 Roth Conversion amount in Retirement tax questions

2023 Roth Conversion amount

j1taylor — Tue, 10 Feb 2026 10:55:16 GMT

There appears to be no place in turbo tax to place this year's (2023) (Traditional to Roth) conversion amount?

I have a form 5498 for 2023 indicating I converted $20000 to a Roth. Turbotax only wants my 2022 and prior conversions. This seems strange to me. Is there an internal calculation being made that I'm unaware of?

Re: 2023 Roth Conversion amount

fanfare — Fri, 23 Feb 2024 20:14:06 GMT

the place to enter it is where you input your 2023 1099-R that reports that conversion.

Re: 2023 Roth Conversion amount

j1taylor — Sat, 24 Feb 2024 17:51:15 GMT

Yep, I see that now. In turbotax, a few questions after 1099-R, it does ask how much was converted into the Roth IRA.

Thank you .