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craigwcox
March 14, 2025
Question

How do I record a roth conversion? I am only offered options for recharacterizations?

  • March 14, 2025
  • 1 reply
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Software does not offer a roth conversion option as it did in prior years

    1 reply

    A
    AnnetteB6
    March 15, 2025

    When you enter the Form 1099-R representing the distribution from the account that was converted to a Roth, the follow-up questions let you indicate that the money was converted to a Roth account.  

     

    That is the only thing you need to do to report the conversion.  You will not enter any information in the IRA contributions section.

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