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New Member
posted Jan 15, 2021 3:52:57 PM

I want to know if the online free Turbotax software will handle a partial recharacterization of a traditional IRA to a Roth IRA? or do I need another TurboTax product?

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1 Replies
Expert Alumni
Jan 15, 2021 4:59:40 PM

Yes, TurboTax online products can handle the recharacterization.  However, the desktop version provides you with the feature of "Forms Mode" which allows you to view the entire tax forms before you file.  The online version only permits you to preview the Form 1040.