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Retirement tax questions
That’s quite surprising since the desktop instructions you refer to don’t match the questions in this years TT, especially this instruction Part 2, paragraph 8, which reads:
Select I did a combination of rolling over, converting, or cashing out the money. Then, enter the full amount in the box next to Amount converted to a Roth IRA account and Continue.
Not sure why I would select this when I did not do a combination, but converted 100%. When I follow this recommendation, it tells me TT wants to delete my 1099-R and I need to re-enter it twice to separate the “combination” of what I did with it.
yesterday