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Question

I thought I entered the amount of my conversion from traditional to Roth IRA . I want to view or edit this before I file . How do I do this in TurboTax?than you

Forum|Forum|1 year ago
February 5, 2025
1 reply
0 views

How to view and edit Roth conversion amount in TurboTax

If you converted a Traditional IRA to a Roth IRA, then you should have received a Form 1099-R to report the distribution from the Traditional IRA.

So, to review the amount that was converted, go through the Form 1099-R section of your return and edit the Form 1099-R reporting the distribution. Then, pay attention to the follow-up questions after you leave the Form 1099-R section. The follow-up questions will ask about the amount of the distribution that was converted to a Roth IRA.

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