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A Roth conversion will always generate a 1099-R. However, since 1099-R is used for all sorts of distribution events from all kinds of retirement accounts, not just Roth conversion, you need to use Form 8606, which is specifically made for conversions into Roth IRA.
Is Form 8606 required for Roth IRA conversion?
However, an individual must complete Part 1 of Form 8606 if he/she converted a portion of any traditional, traditional SEP, or traditional SIMPLE IRA to a Roth, Roth SEP, or Roth SIMPLE IRA but only if a nondeductible contribution was made to a traditional IRA in the same year of conversion or a previous year.
How to complete a Roth conversion?
How to do a Roth IRA conversion Open a Roth IRA account. Youll need to open a Roth IRA account at a financial institution. Contact your plan administrators. Reach out to both the new and old financial institutions to see what they need to make the conversion to the new account. Submit the required paperwork.
What forms do I need for a Roth conversion?
Conversions must be reported on Form 8606, Part II. Form 1099-R must be entered into the tax program for the program to populate Form 8606. Form 8606 can be found by going to: Federal Section.
What is the downside of Roth conversion?
The Roth IRA conversion process takes just a few minutes to complete online, however final processing may take 1-2 business days.
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