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@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