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Retirement tax questions
@Gary_Reno - are you using the desktop version and I assume you are just playing "what if" scenarios....
in the interview, be sure that Box 7 is a 7.
then on the next screen the source is probably "none of the above"
on the next screen, presumably you did NOT inherit this IRA
on the next screen, you moved the money to another retirement account, you did a combination of rollover, converting or cashing out the money, and then you have an input box indicating how much your coverted to a Roth IRA.
does that fix it?
‎December 12, 2022
1:03 PM