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Get your taxes done using TurboTax
Thank you for continuing to help me solve this.....so I actually have two 1099-R forms.
One 1099-R is due to a traditional IRA to Roth conversion and yes I did answer all the questions it posed to me where I said all went to Roth, and I also have another that was from the same traditional IRA withdrawal to my personal account and I also answered all questions. In both cases, Turbo tax says I owe nothing which is not the case. Please know that last year i had the same situation for the IRA to Roth and it did it fine and the input on the boxes were the same except the amount in line 1 and 2a. I am beginning to think there is a bug in the tax software.
‎February 12, 2026
1:52 PM