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Retirement tax questions
So, i think the problem may be that spouse's conversion was actually a contribution and conversion in March 2022 for the 2021 tax year contribution (spouse is always a year "behind" in contributions). Thus, when answering where the distribution is from, i selected "Pension/...None of the above" rather than "Current year conversion..." (because it's actually a prior year conversion. Regardless, i tried selecting current year conversion and have the same issue. I do still select the option for converting the full amount to a Roth IRA. And in the deduction section, i answer that spouse's contribution was made b/w 1/1/23 and 4/18/23.
‎February 20, 2023
8:51 AM