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Deductions & credits
When I go through the "I'll do it myself" by practicing on an old filled-in 2023 return in turbotax deluxe (NOT ONLINE) and try to enter the 1009-R from a IRA conversion using I'll do it myself, I don't see a quesion related to "what did you do with the money'. It does seem that by selecting code H on the first code in line 7, (direct rollover of a designated ROTH) that this where I tell TT that the distribution is a ROTH conversion?
Is the question only for the online version?
The 1099-R form I received has code 7, in box 7. Should it be H instead? Code 7 is a "normal distribution'. I added that as a second entry in line 7 in TT to 7.
Is this correct?
Thanks
‎January 30, 2025
11:07 AM