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Is there a way to force TT to not count a Roth conversion as income on line 4b? When I enter spouse's 1099-R & indicate it as a Roth conversion, it still shows as income.
Interestingly, when I enter my 1099-R and answer the questions (even though more complicated because I had to recharacterize an initial Roth IRA with losses to a traditional IRA, then convert that IRA to a Roth), it does not count my contribution as income on line 4b. I've tried importing the spouse's 1099-$ and inputting manually. I've deleted it (and the 8606-S) multiple times and retried. I've deleted all 1099-Rs and 8606s and re-entered, but it still keeps counting spouse's contribution as income. It seems to be tied to being spouse though.
Oh, I just realized I should also say we are filing as married filing jointly.
Oh, I just realized I should also say we are filing as married filing jointly.
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‎February 20, 2023
8:26 AM