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?

posted

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"