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roundspj
February 21, 2025
Question

where do you enter a roth conversion?

  • February 21, 2025
  • 1 reply
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Where do you enter an IRA to Roth conversion?

    1 reply

    A
    AnnetteB6
    February 21, 2025

    A Traditional IRA to Roth IRA conversion is entered when you input the information on the Form 1099-R that is reporting the distribution from the Traditional IRA.  One of the follow-up questions after entering the 1099-R is what did you do with the money.  One of the choices is that you converted all or part of it to a Roth IRA.  Answering this question will indicate that the distribution was converted.

     

     

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