# Looking for an example 1099-R form for an IRA to Roth IRA conversion **URL:** \ **Category:** In My Humble Opinion\ **Created:** [December 15, 2018, 8:28pm UTC](https://boards.straightdope.com/t/looking-for-an-example-1099-r-form-for-an-ira-to-roth-ira-conversion/826196 "2018-12-15T20:28:26Z")\ **Posts on this page:** 2\ **Page:** 1
**Author:** ![jharvey963](https://avatars.discourse-cdn.com/v4/letter/j/54ee81/32.png) [@jharvey963](https://boards.straightdope.com/u/jharvey963)\ **Post date:** [December 15, 2018, 8:28pm UTC](https://boards.straightdope.com/t/looking-for-an-example-1099-r-form-for-an-ira-to-roth-ira-conversion/826196/1 "2018-12-15T20:28:26Z")
I’ll omit the long backstory (but can go into it later if anyone is interested). The short version: I’m trying to generate a certain amount of taxable income by converting some IRA money into a Roth IRA. This type of conversion is reported to the taxpayer on a form 1099-R. I’m trying to use a version of TurboTax 2018 to figure out how much I need to convert. I’m finding that small changes on the values in the 1099-R make outsize changes in the taxable income created. So I’m looking for a recent sample 1099-R of an IRA to Roth IRA conversion. Does anyone have one? Specifically, I’m looking for: - The values in boxes 1 - 15 - The codes in box 7 - Whether the IRA/SEP/SIMPLE box was checked. Please omit any identifying information. I’m just looking for something I can use as a model for what values I should enter into TurboTax. Thanks, J. ---
**Author:** ![jharvey963](https://avatars.discourse-cdn.com/v4/letter/j/54ee81/32.png) [@jharvey963](https://boards.straightdope.com/u/jharvey963)\ **Post date:** [December 17, 2018, 8:12pm UTC](https://boards.straightdope.com/t/looking-for-an-example-1099-r-form-for-an-ira-to-roth-ira-conversion/826196/2 "2018-12-17T20:12:32Z")
my one bump… Anyone… Anyone… Bueller… 🙂 J.