Skip to main content
April 2, 2022
Question

Want to continue from screen 'Did you convert the gross amount to a Roth IRA'. Have answered question but when I want to 'Continue' the screen doesn't move.

  • April 2, 2022
  • 1 reply
  • 0 views
How to 'Continue' when screen doesn't allow?

1 reply

April 2, 2022

You might have to log out and back in. Please try these steps:

 

  1. Click on "Federal" on the left
  2. Scroll down to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" and click "Edit"
  3. Click "Edit/Review" next to your Form 1099-R from the conversion 
  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” and click "continue"
  5. On the "Did you convert all of this $XXXX (Box 1) to a Roth IRA?" make the appropriate selection and click "continue"
  6. On the "Your 1099-R Entries" screen click "continue"
  7. Answer "yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
  8. Answer the questions about the basis from line 14 of your 2020 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

 

If this doesn't work then you might have to delete your Form 1099-R, clear your cache and delete cookies, and reenter it.

 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"