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Retirement tax questions
dmertz : I entered the information exactly as you described above. The problem is is that Turbotax CHANGES my answers to the follow up questions! I thought it was my error, but I've entered it 3 times now and the answers are changed. First I broke out the pre-tax 401K amount and indicated in follow up questions it was not rolled to a Roth. Then I entered the portion of the post-tax 401K that went to a Roth and in follow up questions I indicated it DID go to a Roth account. When I go back in, it has changed the answer to NO, nothing went to a ROTH. ??? Thoughts???
‎June 6, 2019
2:07 AM