Thanks -- I just tried both options.
If I answer no, I get another question about whether this amount was converted to a Roth IRA. If I answer yes to that, TurboTax is not adding the conversion amount to taxable income (it should, but it's not). . It seems to be considering it an in-plan rollover to a tax-deferred rather than after-tax account and does not calculate how how much we would owe in taxes on the conversion. In the 1040, that amount is no longer listed in income.
Answering "Yes" to that first question does treat the amount as a taxable event, and in the 1099R summary worksheet, it shows the amount as a being contributed to a Roth IRA. It's just that the language in the question never mentions a Roth IRA, and then when it asks separately about a Roth IRA, it doesn't treat it correctly. If I answer yes to the first question, in the 1040, the total amount (Roth conversion plus standard withdrawals) is listed as taxable income as it should be.
