GRG1
Level 2

Get your taxes done using TurboTax

One more post. I wanted to let you know I figured it out. The problem was my misunderstanding of the rules of taxes on Roth conversions when one has a balance in their IRA account. In my defense, I had not had this tax situation in previous years. When I removed and then re-entered the Form 5498 data, I figured out my misunderstanding.

 

I appreciate your willingness to help me.

 

By the way, I have been using TurboTax for 20 years, and I continue to be a satisfied customer.