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Withdrawal from IRA to put into ROTH

Withdraw money from IRA and transferred all of it to a ROTH in 2024.  The program allows me to list the withdrawal but does not have a place to indicate it was then placed into a ROTH.  Am I doing something wrong?  It also does not show the distribution as an IRA distribution but as a pension/IRA distribution on my for 1040.  Again am I doing something wrong?  My other IRA withdrawal is showing up on the IRA distribution line on the 1040.

 

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1 Reply
AnnetteB6
Expert Alumni

Withdrawal from IRA to put into ROTH

Make sure that you checked the IRA box when you entered the Form 1099-R.  Then, you should see a follow-up question that asks what you did with the money that was distributed.  One of the choices will be that it was converted to a Roth IRA.  

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