- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I tried your recommended steps but again, upon starting the review process, get the same error message as when I first finished the return: "Check This Entry. Form 1099-R (name of provider): Partial Roth conversion amount cannot be greater than the amount on line B1, the amount that potentially could be converted to a Roth IRA".
What I did in 2023: took out a distribution from a traditional IRA, some of which fulfilled my RMD for the year and the rest I converted to my Roth IRA. I cannot figure out this whole B section in the TurboTax 1099-R form where this error check points me.
Any suggestions? Thanks.
‎February 20, 2024
8:35 AM