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C
Chadob
June 26, 2024
Question

Roth Conversions

  • June 26, 2024
  • 1 reply
  • 0 views

What forms does TurboTax automatically generate for a Roth Conversion based on the information provided by the client?

1 reply

B
BettieG
June 26, 2024

To enter a conversion from a traditional IRA to a Roth IRA in TurboTax, you would enter your Form 1099-R into TurboTax and provide answers to the interview questions indicating the amount that you converted to a Roth IRA.  Once you’ve entered the conversion, TurboTax will automatically generate a Form 8606, Nondeductible IRAs, which will be included as part of your income tax return.

 

I hope this helps!

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