@DanaB27 FYI. On Roth IRA recharacterization bullet #7, the “Did You Change Your Mind?” screen has been replaced with "Tell Us How Much You Transferred" screen. I had a confusion on this last night, and link to the question is below. I personally think Turbotax shouldn't use the "Transferred" jargon because Transferred is described as Recharacterization plus earnings or losses on the next screen (Roth IRA Explanation Statement).
"Tell Us How Much You Transferred" screen Post: https://ttlc.intuit.com/community/retirement/discussion/re-what-is-tell-us-how-much-you-transferred-...
Also, what is the recommendation on "Let Us Track Your Roth IRA Basis" screen? Is it necessary to click Yes and follow the prompts?
