Appreciate the response and yes, I feel I needed to add the where the money went but Amend Flow and adding another 1099-R is just not asking about Traditional IRA when going through the questions.
This was during the Amend process 2023 Deluxe Turbo Tax. (Not during initial prep)
Question/Answer 1. During the amend process, when I added the 1099-R from my Empower 401K the first thing it asked was :
Rollover of 401(k) to Roth 401(k) and it showed Empower Trust Company LLC.
I answered No, This money didn't rollover to a designated Roth 401(k) or 403(b) account. (It went to Traditional IRA with Equitable but that was not an option)
I hit Continue.
Next was 'Was this Money Rolled Over to a Roth IRA? nd it showed Empower Trust Company LLC.
I answered No, this money wasn't rolled over to a Roth IRA account. (It went to Traditional IRA with Equitable but that was not an option)
I hit Continue.
It asked if I was employed as Public Safety Officer - No, Continue
It asked if withdrawl was a qualified Disaster - No Continue
It went to my 1099-R entries and showed all three forms I had (Still no opportunity to say where the money went to Equitable Traditional IRA)
It asked about Retirement Plan Distributed and RMD (which are none at this time) (Still no opportunity to say where the money went to Equitable Traditional IRA)
Then it went back to Your 2023 Income Summary - never asking where the money went (Remember - I selected 'Need to file amend' to my original which was already submitted and accepted.
2023 Deluxe Turbo Tax - amend flow and adding 1099-R never asked about traditional IRA rollover (- ust Roth rollovers???
