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Question

How do I show on Turbo Tax that I've made a conversion from my Simple IRA to a Roth IRA?

Forum|Forum|1 year ago
February 16, 2025
1 reply
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You enter the Form 1099-R that is reporting the distribution from your Simple IRA and answer the follow-up question that asks what you did with the money. Your choices will include 'converted all or part of it to a Roth IRA'. There will be other questions to answer, but that's all that you need to do.

You do not enter anything in the Roth IRA contribution section because a conversion and a contribution are two different ways to put money into a Roth IRA.

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Lettie1202Author

Thank you so much! I didn't realize that would generate the Form 8606.