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Get your taxes done using TurboTax
@DanaB27Thank you for your previous clarification.
For the 2021 return,
I am at the part where I see the question: What Did You Do With Money From [My Financial Institution]?
Am I supposed to select both response:
"I moved the money to another retirement account(or returned it to the same retirement account)" and
"I did a combination of rolling over, converting or cashing out the money"
If that is correct, then TurboTax will ask me "Tell us how much of the $9518 you move to an IRA, 401(K) or other retirement account?
so how much of the $9518 should I enter? and to which line below?:
1) "Amount rolled over to another (or back to the same) retirement account
2) "Amount converted to a Roth IRA account"
Thank you in advance
‎April 3, 2022
6:18 AM