I converted a portion of my IRA to a Roth, but not all. Why am I getting a "this is required" error and can't continue in the Turbo Tax interview?

[marilyngilchrist]

The software seems to require a yes but my situation answer is "no"!

[DanaB27]

To confirm you have a Form 1099-R and part of that was converted to Roth and part was cashed out?

If yes, then follow these steps:

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. Click "Continue" and enter the information from your 1099-R
4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
5. Select "No, I converted less than $$$" and enter the amount converted.

If this doesn't answer your question then please provide more details and we will be happy to help you.