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nortondj
New Member

2023 Traditional IRA to Roth IRA Conversion using Turbo Tax

I don't see where i put the amount I converted from traditional IRA to Roth IRA in 2023 using Turbo Tax Deluxe. It only asked about conversions prior to 2023.

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2 Replies

2023 Traditional IRA to Roth IRA Conversion using Turbo Tax

I will page @dmertz 

2023 Traditional IRA to Roth IRA Conversion using Turbo Tax

Wait to get the 1099R.  That section might not be ready yet.

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

 

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