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Retirement tax questions
Thank you! I figured that out, too. I went back in to see where I had messed up and was able to fix it so that now it shows correctly. For anyone else who may have done this, here is where I messed up and how I fixed it.
Retirement Plans and Social Security > IRA, 401k, Pension Plans Withdrawals
> Edit the 1099-R that isn't reporting correctly
Complete the 1099-R like it shows on the form received, then press CONTINUE
Is 1099-R for a contribution my Employer made? - NO
Did I inherit 1099-R from TD Ameritrade? - NO
What did you do with money from TD Ameritrade?
[x] I moved the money to another retirement account
[x] I did a combination of rolling over, converting, or cashing out
Tell us how much of $5000 you moved to an IRA, 401k, or other retirement account
Amount rolled over or back to retirement account: $0
[x] Amount converted to a Roth IRA: $5000
Did you put this money from TD Ameritrade in a Health Savings Account HSA? - NO
Was this a withdrawal due to a 2021, 2022, 2023 disaster? - NO