dmertz
Level 15

Get your taxes done using TurboTax

Rather than simply transfer all Forms 1099-R, TurboTax tries to guess which Forms 1099-R represent recurring distributions that should be transferred and which ones represent one-time distributions that won't be repeated and should not be transferred.  TurboTax doesn't always guess correctly.

 

Any that have box 2b Total Distribution marked are unlikely to be transferred.  This might mean that a Form 1099-R reporting a Roth conversion as part of a backdoor Roth might not get transferred even though you might be planning to do these traditional IRA contributions and Roth conversions every year.