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📚 What This Guide Covers

In this article, you’ll learn how to address: Converting a Traditional IRA to Roth IRA.

⚠️ Before You Begin

Before you make changes, make sure you understand what form/year worksheet your client is working in.

In order to report a conversion, the taxpayer will be issued Form 1099-R showing the total distribution made from their Traditional IRA account. The full distribution does not need to be converted to a Roth IRA, however, any amounts not converted are subject to additional taxes and penalties. Conversions must be reported on Form 8606, Part II. Form 1099-R must be entered into the tax program before computing the taxable amount on Form 8606.

❌ Common Errors

If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship.

📞 Still Need Help?

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Phone: 1-800-516-9442

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