TT seems to have a bug on Traditional to Roth conversions.
When entering the 1099-R info, the Distribution code from Ameriprise is 2. This corresponds in TT to "Early distribution, exception applies". This is incorrect. It should correspond to code 1 in TT "Early distribution (except Roth IRA)". Anyway, this is a taxable event so I chose code 1 in TT. I see my Federal Refund come down at the top of the screen which is correct. But then a few screens later What did you do with money from Ameriprise? I choose "moved the money to another retirement account", "did a combination of rolling over, converting, cashing out", then fill in the box Amount converted to a Roth IRA. At that point the Federal Refund goes back to the higher figure. This in incorrect. I have to pay tax on the amount I converted. How do I get around this?
