I used TurboTax Premier 2023 to file my taxes because I had just retired and had done a standard to Roth IRA conversion.
The guidance TurboTax provided, following the 'easy" instructions, was miserable!
There was another person's question on this site that was essentially the same as mine: why did the Premier product not provide clear directions for filing with a Roth IRA conversion, such that the conversion was classified as an excess contribution by TurboTax, and so the IRS?
After being notified by the IRS of my return being errant, I contacted Intuit and followed the instructions provided by the representative to file an amended return to correct this.
After not hearing from the IRS for the allotted period of time, I called them and was told the amended return changed nothing, so that's why I didn't hear back from them.
Thank you, Intuit, and thank you IRS!
So here it is almost October and it's been recommended that I get a tax attorney to fix this.
SUCH SHOULD NOT BE!
Has TurboTax 2023 been updated so upon filing my now necessary amended amended return, the standard to Roth conversion is going to be recognized by the IRS?
Equally important, are the "easy" instructions for tax year 2024 being fixed so this can't happen to me or others making another conversion in the 2024 tax year?
I am really, really perturbed right now.
