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February 10, 2025
Question

I can't get the program to recognize my pension payout conversion to my Roth account as a conversion

  • February 10, 2025
  • 1 reply
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    1 reply

    February 14, 2025

    To enter the Form 1099-R for conversion to a Roth IRA in TurboTax Online: 

     

    1. Click on "Search" on the top right and type “1099-R”  
    2. Click on “Jump to 1099-R”
    3. Click "Continue" and enter the information from your 1099-R
    4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA

     

    In TurboTax Desktop:

     

    1. Click on "Search" on the top right and type “1099-R”  
    2. Click on “Jump to 1099-R”
    3. Click "Continue" and enter the information from your 1099-R
    4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA

     

    If your Form 1099-R has code G you will get these questions instead the ones mentioned above:

     

    1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen 
    2. On the "Did you move the money to a Roth IRA?" screen 
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