Get your taxes done using TurboTax

@Opus 17 Thanks for this great information!  The code on my 1099-R is code G but I tried changing it to code 1 even though it's not an early withdrawal since I'm over 60.  I do see the questions it's asking now and how it allows me to split it to part Roth conversion and part standard IRA rollover.  The end result is still exactly the same in terms of the tax due, however.    


INTUIT, PLEASE TAKE NOTE:

This UI to be able to split the between Roth Conversion and traditional IRA rollover should be available for at least code G as well (and maybe others).   The current UI gets the taxes wrong if you pick "Yes" when the G coded 1099-R is split between roth and traditional.  The UI path should be more like code 1 so that you can put the split in and be taxed properly.  I can easily see people in this scenario picking the wrong choice and getting incorrect tax computations.

 

I also noticed that TT doesn't seem to remember when you pick Yes.  For example, If I pick Yes and go through the wizard a 2nd time, it defaults it to No.  I need to remember that I picked Yes and set it to Yes again otherwise going through the wizard that 2nd time without seemingly making any changes actually does change my Yes to a No.