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dmertz
Level 15

My 1099 , box 5 has an amount for ROTH cont. when you ask if I made a contr. is this a yes?

In the past TurboTax has had bugs (known ones were subsequently fixed) that have caused inappropriate interactions on TurboTax's 1099-R Summary among various Forms 1099-R when multiple Forms 1099-R are entered.  Perhaps that is happening here.

My 1099 , box 5 has an amount for ROTH cont. when you ask if I made a contr. is this a yes?

Rather than entering "different #", I entered as it appears on 1099r and used the right-click override to make the IRA w/s correct  (on line 34). Line 51 copies from 51 automatically. I figure that's for my own records anyway. 

Please let me know if anyone thinks I should "work this" differently.  Thanks    

dmertz
Level 15

My 1099 , box 5 has an amount for ROTH cont. when you ask if I made a contr. is this a yes?

It's likely that the override will prevent you from e-filing.

My 1099 , box 5 has an amount for ROTH cont. when you ask if I made a contr. is this a yes?

Ah .. guess I'm back to entering the box 1 amount as if it were also in box 5 .. to appease TT software.

Since I have this issue as well as the two other "splits" needed to avoid other mis-uses of box 5 entries,  

Any chance this could be fixed instead ?  Would this be the place to request a fix ?   Thanks    

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