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Retirement tax questions
Thanks much for the response. In trying to simplify my question I think I left too much out.
The 1099R covers both a straight rollover to my traditional IRA and a mid-air conversion to my Roth IRA. All of the originating funds are pre-tax. In the pages following the 1099R entry, Turbotax seems to make me treat it all the same - either to a Roth IRA or not. Whichever option I choose, it does not provide me with an opportunity to distinguish between the true rollover and the mid-air conversion.
‎January 27, 2021
3:06 PM