IRA conversion

You indicate that you converted your IRA to a Roth IRA in the follow-up interview after you have entered your form 1099-R in TurboTax.

This is how you do it in TurboTax Online.

1. In TurboTax, open your tax return
2. Click on Federal in the left-hand column, then on Wages & Income
3. Navigate to the list of income categories
4. Locate the section Retirement Plans and Social Security and click on the arrow on the right
5. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
6. Enter your form 1099-R and follow the interview
7. When you arrive to the page Did you move the money to a Roth IRA?, click on the radio button Yes, this money was rolled over to a Roth IRA  and Click Continue