- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
I found the issue after some research in the discussion forum. TurboTax does not recognize the Roth conversion even though it's reported on the 1099-R. I have to indicate in TurboTax that I moved the conventional IRA funds to another retirement account, that I did a combination of rollover, converting and cashing out, then indicate the amount converted to Roth. After this correction, the MGAI has the right amount and the contribution limit was updated.
‎April 15, 2025
8:19 AM