I am using TT Desktop. I connected to my broker's account and downloaded my data. Everything seemed to be OK until I entered data that from the same IRA, I rolled over a partial to the same IRA, and I converted a partial to an existing Roth IRA. I was asked a question to make sure this is correct, and I confirmed that it was. Next step TT alerted me that this would be removed and I would have to enter it manually. And so TT removed all the data from this 1099-R. Of course, since the data that I had downloaded for my 1099-R was gone, TT did not know anything now, so now I have to enter the information manually? What information do I enter? If I enter it again the same, I will probably go through he same scenario with TT. So, my question is why do I have to enter this information separately? Isn't Turbo Tax supposed to be doing this for me? TT seemed to be smart enough to recognize what I was doing, but then realized that TT could not do what needed to be done? That is why I have been using TT for as long as I can remember. Does this mean I have to enter the data for the 1099-R separately? So it does not match what was sent to the IRS? Do I need to break down the 1099-R into 3 separate transactions? 1) Amount not rolled over or converted, 2) Amount Rolled over from IRA to IRA, 3) Amount converted from IRA to Roth IRA.
Reconsidering whether to continue with TT or return it and go elsewhere.
Please help me get through this issue. Thank you for any support you may have.
