- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Try deleting the 1099-R and re-enter. After it asks if it is inherited you should get the screen that asks what you did with the money. Choose - moved to another account and the choose that you did a combination of things and enter the amount converted to a Roth. (Depending if you are using the online or desktop version the screens are a bit different).
**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.**
‎February 11, 2021
9:10 AM