I'm having the exact same issue. I make too much to put money in a Traditional IRA so I always do the max in a Traditional and immediately roll it over into a ROTH. The instructions ARE out of date, so it makes it extremely difficult. But I have one question, the answer of which may help to resolve this. When converting from a Traditional to a Roth from the Wages and Income (Personal Income) tab, then IRA Section, and start going through my 1099R entries, I come to a screen that asks: "Tell us if you moved the money through a rollover or a conversion." There are 4 options to choose from. Outdated instructions say choose "I did a combination of rolling over, converting, or cashing out the money." If I do this I get a screen telling me I need to delete my 1099R and enter 2 of them to separate the contributions. However, I've got to believe that I should have been directed to select "I converted some or all of it to a Roth IRA." Would you suggest this is the correct way to do it?
