Retirement tax questions

I used the Premier version for my taxes.

 

When I reported my RMD and a conversion of some IRA money from traditional to my roth, I did it all through TD Ameritrade.  Everything is placed in the right forms and all I had to do was to verify for myself that it all place appropriately.  Remember, the conversion gets treated just like income.

     On the 1099-R from where you have listed the amount of the conversion, box 2b must be checked.  In my case the "Taxable amount not determined" box get checked.  Go back to the payer information form and you will see that one of the boxes needs to be check depending on what your decision was to pay the tax on the amount of the conversion.

 

Something tell me that my description of what I did will likely not help you.  If not, I apologize for the inconvenience.