Retirement tax questions

This is what I would suggest

 

  1.  Delete your original 1099R input entry and start from scratch.
  2. On the search bar in the upper right hand corner, type in 1099R
  3. Enter the information exactly as it is showing from your 1099R with Box 7 indicating that it is a normal distribution
  4. Don't check off the box that this is an IRA.  
  5.  You'll hit continue for a couple of screens untill you get to this screen

     

Screenshot 2024-02-21 083718.png

   6-  To which you will answer I moved the money to another retirement account, and then further down the             screen, you will enter the amount of how much was converted to a Roth IRA account

 

   7-.And sure enough, the partial amount of distribution that was rolled over to the Roth IRA will seamlessly             flow through to Form 1099-R , Line item B2 like this

 

 

 

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