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February 1, 2024
Question

How do I add income I received via an IRA to roth conversion?

  • February 1, 2024
  • 1 reply
  • 0 views
do you add as a 1099-R?

1 reply

rjs
Employee
February 1, 2024

You should get a 1099-R from the IRA custodian. They might not have sent it until today (January 31). If you don't get it in a week or so, contact the IRA custodian and ask about it. Don't try to make one up yourself. Do not file your tax return until you get the 1099-R and enter it in TurboTax.

 

February 4, 2024

Thanks, I received the 1099-R, piece of cake