shs66147
New Member

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???