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khorshed
Level 5
March 31, 2021
Solved

Traditional IRA Conversion to Roth IRA & Form 8606

  • March 31, 2021
  • 10 replies
  • 39 views

A client in his late 70's converted $40K from Traditional IRA to Roth IRA. Ameriprise issued him a 1099R with code 7 in Box 7, they sent him a letter telling to report the conversion on Form 8606.

My questions are:

Is code 7 correct in conversion from IRA to Roth?

How to get Form 8606 populated? 

This topic has been closed for replies.
Best answer by Just-Lisa-Now-
Enter the 1099R as its shown, then scroll down the 1099R worksheet to the ROTH conversion area.

10 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community ChampionAnswer
Intuit Community Champion
March 31, 2021
Enter the 1099R as its shown, then scroll down the 1099R worksheet to the ROTH conversion area.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    K
    khorshedAuthor
    Level 5
    March 31, 2021

    You're one of a kind, and best of the best

    Thank you so much

      sjrcpa
      sjrcpa
      Level 15
      March 31, 2021

      She sure is.

      The more I know the more I don’t know.
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