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Retirement tax questions
Got it. I didn't see the tax computation when I originally entered the 1099-R so I was confused. I went back and deleted the funds within the 1099-R and there was in fact a change to the Federal Refund.
I am only entering the 1099-R and indicating that all funds were converted to a Roth IRA. I am making NO ENTRY under Deductions & Credits for the Roth IRA. What is the correct terminology for this entry so that I can find the correct instructions next year?
I thank you for the expertise and clarification.
March 8, 2026
10:09 AM