Each year I conversion a small portion of 401K into Roth IRA. The financial institution generates only Form 5498. My understanding is that this conversion is taxed. How do I enter this conversion into Turbotax since there is not a 1099-R generated by the financial institution? Thank you.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
