topic How do I show on Turbo Tax that I've made a conversion from my Simple IRA to a Roth IRA? in Retirement tax questions

How do I show on Turbo Tax that I've made a conversion from my Simple IRA to a Roth IRA?

Lettie1202 — Tue, 03 Feb 2026 10:37:54 GMT

Re: How do I show on Turbo Tax that I've made a conversion from my Simple IRA to a Roth IRA?

AnnetteB6 — Sun, 16 Feb 2025 12:07:52 GMT

You enter the Form 1099-R that is reporting the distribution from your Simple IRA and answer the follow-up question that asks what you did with the money. Your choices will include 'converted all or part of it to a Roth IRA'. There will be other questions to answer, but that's all that you need to do.

You do not enter anything in the Roth IRA contribution section because a conversion and a contribution are two different ways to put money into a Roth IRA.

Re: How do I show on Turbo Tax that I've made a conversion from my Simple IRA to a Roth IRA?

Lettie1202 — Sun, 16 Feb 2025 16:02:56 GMT

Thank you so much! I didn't realize that would generate the Form 8606.