Retirement savings contribution credit: I rolled over money from my pension to a traditional IRA. Then I converted a portion to a Roth IRA. Even though these two events count as “distributions,” I believe I am still qualified for this credit. I read the instructions for and filled out form 8880. Turbotax doesn’t differentiate between a regular cash distribution and a rollover/conversion when it checks credit validity. Please confirm I am allowed to use this credit in my situation.
posted
last updated
June 06, 2019
1:33 PM