- Joined
- Nov 27, 2014
- Messages
- 9,290
I don't have my 1099R's yet so maybe that will answer the question, but I want to enter my ROTH conversion in Turbo Tax and having never done so, have a few questions. I moved $10K from my Trad IRA to my ROTH.
Will I get a 1099R? I assume I will get one to show the distribution out of the Trad IRA. Weren't those due by January 31st?
Will I get anything reporting the money going into the ROTH other than the year end statement of the ROTH?
For Turbo Tax
Do I put anything into Turbo Tax other than the $10K distribution out of the Trad IRA? Will I need to report the money going into the ROTH?
Thanks.
Will I get a 1099R? I assume I will get one to show the distribution out of the Trad IRA. Weren't those due by January 31st?
Will I get anything reporting the money going into the ROTH other than the year end statement of the ROTH?
For Turbo Tax
Do I put anything into Turbo Tax other than the $10K distribution out of the Trad IRA? Will I need to report the money going into the ROTH?
Thanks.