Sorry, I meant to say that TT did not ask me any interview questions regarding where I was putting the money. I did see some questions regarding whether the contribution was made by my employer, did I inherit the IRA, did I put the money in an HSA, withdrawal due to a 2023/2024 qualified disaster (no to all).
So I tried inputing a 1099-R info directly. Got the same behavior as when I had the info sucked down over the internet. So next I tried editing the info that was there (i.e., the data that was downloaded directly from the brokerage account). This time I *did* get the question: "What Did You Do With The Money from VANGUARD FIDUCIARY TRUST?"
After answering yes to that question, I was then prompted for the amount that was converted and things proceeded correctly (as far as I can tell) from there.
But thank you for pointing out that I should have been able to see the question about what I did with the money withdrawn. Looks to me like TT has a bug.
