Retirement tax questions


@dmertz wrote:

R-CBriarwood is apparently referring to the "converted all" selection that has been removed from TurboTax list of choices for describing the nature of the movement of funds from one retirement account to another.  As mentioned above, indicate that you did a combination of rolling over, converting and cashing out, then enter in the conversion-amount box the amount that was converted.

 

Nobody here knows why the "converted all" selection was removed.


That appears to be desktop only.  Converted all is still an option in the online version and the poster indicated that they were using the online version.

 

Screen Shot 2021-02-05 at 8.20.27 AM.jpg

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**