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Retirement tax questions
MaryK4, where is the "screen "Tell us if you moved the money through a rollover or conversion" - when you enter the amount, TurboTax will report the ROLLOVER on the tax return."? I have a very similar situation and I have entered and deleted the information from my 1099-R form numerous times and have yet to find this screen or options.
I've done my taxes with Turbotax for years and I am at the point where I feel my only recourse for this issue is to make an appointment for an in-person tax preparation service.
Please assist!
Thank you!!
‎February 27, 2023
6:09 AM