@dmertz OK i found out why my tax credit was being denied.
When you go through the web pages for the retirement savings credit, there are pages that ask you have you have taken any distributions. As I told you earlier, I converted 10K to a Roth in 2022 and 100K to a Roth in 2021.
On a subsequent page in this section, I then entered that I had these 2 distributions in 2021 and 2022. If I delete these entries then I get the savers credit as expected. I was expecting that turbo tax would remember that these distributions were conversions to Roth since i entered that info when I entered my 1099-R form.
So am I not supposed to enter these distributions in this section or not? Seems like turbo tax should remember that these were Roth conversions or ask the question in this section again.
