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TurboTax Premier 2023 for Mac - Roth Conversion Incorrect
When I input the 1099-R information for a Roth conversion this year, regardless of the box I check as to what I did with the money, TT decides that a random amount is subtracted from my Federal income and therefore not taxed.
This appears to be incorrect due to our overall income for 2023.
I started speaking with an individual named Rosa (?) however her phone was picking up a LOT of background noise and it was difficult to hear her clearly, then call was terminated and she did not call back.
‎January 31, 2024
5:47 PM