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Retirement tax questions
@Karis_F these steps 7/8 for DESKTOP 1099R entry are no longer valid and causing confusion as the screens have changed and there was a similar 'combination' question in the past which didn't behave the same as 2025.
Select I moved the money to another retirement account (or returned it to the same retirement account) on the What Did You Do With The Money From This Payer? screen.
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.
Thursday