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J
jetster1137
February 28, 2025
Question

Do I claim a Roth contribution for a 403B to Roth conversion? I am under 65. My taxable amount was 6,000 and 4,800 was transferred within the same brokerage to the Roth.

  • February 28, 2025
  • 1 reply
  • 0 views
I only received a 1099-R.

    1 reply

    D
    DanaB27
    February 28, 2025

    No, you do not enter a Roth IRA contribution for a Roth conversion. All you need to do is enter the Form 1099-R and indicate in the follow-up question that it was a Roth conversion.

     

    Please see Where do I enter my 1099-R?

     

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