Confirm you are eligible to do a Roth conversion
Check whether your traditional IRA contains pre-tax, nondeductible, or mixed contributions
Open a Roth IRA if you do not already have one
Contact your IRA custodian and request a Roth conversion
Decide whether to convert the full balance or only part of the traditional IRA
Choose whether to transfer cash or assets in kind, if allowed
Understand that the converted amount is generally taxable as ordinary income
Set aside funds to cover any taxes due from the conversion
Complete and submit the required conversion paperwork
Review the tax reporting forms you receive after the conversion
Report the conversion on your tax return
Keep records of contributions, conversions, and tax filings
Consider consulting a tax professional before completing the transfer