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Retirement tax questions
(your) Step 7 never arrives. I only get asked if I moved funds to a Roth IRA. The page specifically says to answer no if I transferred to a traditional IRA. When I select NO it pops out of the entry back to the income list. If I answer yes it still does not work.
This should be simple. I selected full distribution, Box 7 is "G" for full distribution and I indicated $o taxed. That should trigger the traditional rollover but it does not. I've gone through the process a dozen times. I've even gone into my browser (Safari) preferneces ahnd empried the cache and deleted cookies, etc. in case something is stuck there.
‎February 19, 2026
2:13 PM