I had an IRA distribution that was split between a cash payout, charitable contributions and a Roth conversion. TurboTax gives me an error report that the amount of Roth conversion that I claim cannot be higher than line B1 of the 1099-R form. Line B1 is the amount of a traditional IRA or pension that is rolled over to another traditional IRA or pension, which for me is zero. This should have no bearing on the amount converted to a Roth
Turbo Tax instructs me to enter the Roth conversion on lines B4 or B5, which I did. Turbo Tax gives me an “allowable” amount for a Roth conversion that is lower than my actual, but also higher than line B1. So even the Turbo Tax amount should give me an error message. This is why I believe that there is a software problem.
