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Get your taxes done using TurboTax
Hi,
Thank you (and others) for chiming in. I did follow the instructions, word for word, repeatedly. I've also done this successfully in the past. Honestly, I'm pretty sure the software was glitching because I added and deleted both the Roth conversion and the nondeductible contribution section of my return at least 10 times over the course of a week or so. During that timeframe, the software also kept telling me I still needed to visit the mortgage section, even though it was completely filled out.
One day, maybe a week or two later, I tried it all again, the same way I'd done previously many times, and it took. It also seemed to successfully recognize that my mortgage information had all been entered. So I don't know if it was part of a software update or an issue with my personal account or what, but happily, it seemed to just resolve itself. For the others on here who mentioned having trouble, if you're certain you've followed the directions correction (for both the conversion and the nondeductible contribution portions), the only advice I can offer is deleting it all, logging out, reentering (repeat many times) and hoping for the best, across a wide window of time. Good luck!