Retirement tax questions

Please see the FAQ at <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/3302189">https://ttlc.intuit.com/replies/3302189</a> . The transfer from T. Rowe to Schwab - did you actually move the Roth IRA from trustee to trustee or just change some assets within your existing Roth IRA?

On the 1099-R interview for the traditional to Roth conversion, you should be able to tell TurboTax that "you put this money in another retirement account", if it even asks (it depends on the distribution code that is on the 1099-R).