Thank you.
It is buggy in my opinion in the desktop PC version, installed from DVDrom, if one elects to have TurboTax go out and download their 1099R from the fiduciary trust custodian, eg. Vanguard.
None of your steps 8 & 9 prompting exist then. Somehow in this automatic 1099R download case, TurboTax picks up that it was a conversion and of what proportion (100% or less), based, I am guessing upon the box 7 code on the 1099R. And there is no indication of conversion.
So it would appear that the user has to know to elect to enter the 1099R manually in order to be presented all the prompting about Roth conversion. That's a problem.
But thank you.
BK
