DanaB27
Expert Alumni

Retirement tax questions

Thank you, I looked at the token and it still has a value other than $0 entered on the "Tell us the value of Your Traditional IRA" screen in the retirement section, therefore, TurboTax is still using the pro-rata rule and only part of the conversion is nontaxable. 

 

I see you entered the value $0 in the IRA contribution section but this screen is different from the one in the retirement section. Please review your entry in the retirement section:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Review your 1099-R info" screen click "Continue"
  4. Continue till you get to the "Tell us the value of Your Traditional IRA" screen and edit the entered value.

 

 

@kiddkevin01

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"