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Retirement tax questions
It took me forever, but as everyone stated, this year's Turbotax requires the IRA contribution and conversion to Roth first, followed by entering the 1099-R. Horrible SW to not handle this properly regardless of the order of entry.
If you entered in the step-by-step order (i.e. the wrong way for TY2019), deleting the 1099-R and IRA contributions in step-by-step may not be sufficient. It wasn't for me.
I needed to go to forms and then delete all IRA worksheets, 1099-R, etc.
Then following the prescribed order worked as described in: https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-backdoor-roth-ira-convers...
‎July 15, 2020
9:41 PM