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Retirement tax questions
Thanks Coleen, it's nice to know what the screen should look like in my questioning. My IRA/SEP/SIMPLE box is checked. I do get some questions, but not like yours below (am using Turbotax Home and Business). Here's a description of what I get:
1. A screen with a question asking if I inherited it - I reply No and continue.
2. A screen asking if I moved the money to another retirement account or "did something else with it (cashed out, etc.)" - I reply something else and continue.
3. A screen asking if my withdrawal was due to COVID-19 or a Qualified disaster - I reply No and continue.
That's it. It takes me back to my 1099-R entries. Based on what you provided, perhaps your version works better for this. Any idea what forms the amount that was converted show up on? I will probably just override those form entries since the interview questions appear inadequate for this situation in my version.