millerrhugh
Returning Member

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!