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New Member
posted Mar 3, 2026 12:39:15 PM

answer

Susan Y1,

Thanks!

The answer is just what I want to know.  For 2026 income tax about IRA, I need to report deduction IRA portion first.  Then report 1099-R in the income section for 2026.  Do I understand it correctly?

pj1089-gmail

 

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1 Replies
Employee Tax Expert
Mar 3, 2026 12:54:10 PM

Yes.  You will enter the IRA contribution first, noting (most likely) that it was a nondeductible contribution.  Then you will enter the distribution amount and indicate that it was converted to a Roth.