- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Deductions & credits
Yes, the challenge was where to "indicate that you moved the money to another retirement account and that you converted the entire amount to Roth."
I eventually found the spot by opening the specific 1099-R form within TT and scrolling way down the form and then verifying the amount in line B4 was correct and then I checked the box on line B5.
Once that change was made, the 'incorrectly identified' excess ROTH contributions went away.
Thanks!
‎February 20, 2026
3:15 PM