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Get your taxes done using TurboTax
Thank you! This was the approach I was taking. But initially, I answered "Yes" to the question: Did you change your mind- since I thought based on the description on the screen, it is considered recategorization- I have to say that the instruction is very misleading. Anyway, when I went back and try to change it, that question never shows up again. It directly goes to the screen asks me how much I convered. I entered 0 there. And then I manually added the 1099-r.
Now I just went to the form view and manually added the 8606-T and 8606-S. Not sure whether it works.
Is there any way that I can get that question "did you change your mind" back so I can change my original selection?
March 28, 2022
7:04 AM