@AVW0007 wrote:
We entered the information from our 1099-Rs when prompted using the search feature you suggested, and completed the follow-up questions.
However, we never receive the prompts shown in the screenshot you provided. We are never specifically asked by Turbotax to confirm that we rolled over the money into an traditional IRA. We ARE asked if we rolled over into a Roth IRA several times (the answer to which is no). Why aren't we seeing these prompts?
The rollover amounts are showing up in our income now as non-taxable income. Does this mean that TurboTax is processing the information correctly (even without the specific rollover prompts)?
If the 1099-R has a code G in box 7 and is NOT a Roth, it can ONLY be a Traditional IRA so there is no need for any other question. You are done.
**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.**
