Federal 2010: Married Filing Joint Return with Spouse 1099-R Reflecting Partial Conversion of a Pension to a Roth IRA
Updated: 3/20/2013
Article ID: SLN49487
Certain customers, who had a Married Filing Joint return and whose spouse had a partial conversion of a Pension to a Roth IRA, may have filed an incorrect tax return
TurboTax has fixed this issue.
How to tell if you are impacted:
You may be affected if ALL of the following are true:
- You filed a tax return before April 7, 2011, AND
- You filed a Married Filing Joint return AND
- Your spouse partially converted a Pension to a Roth IRA AND
- The income was not taxed in 2010 AND
- The income will be taxed in 2011 (50%) and 2012 (50%) AND
- The spouse’s Federal Form 8606 was not included in your tax return that was filed.
If you are affected, you’re Form 8606 will need to be updated to reflect the deferral of the converted pension.
If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about the Federal 2010: Spouse 1099-R Partial Conversion.
Solution
Let us do the work for you. We highly recommend this.
- Please download and print this Authorization Form.
- Complete the form and fax it to us at the number printed at the top of the form.
- A TurboTax representative will contact you (within 15 days) when your corrected return is ready to be securely emailed back to you.
- You can print, sign and mail the corrected return to the IRS.
Or you can make the corrections yourself. However, the amend process can be complex.
- To do it yourself, click here and follow the step-by-step instructions.
- If you need assistance, call us at the phone number in the TurboTax email.
