Error in Alabama Schedule RS for Roth Conversion

[ALRoth]

For state of Alabama, schedule RS, parts 2 and 3 are incorrectly doubling the amount in column I for Roth Conversions.   For example, a Roth Conversion of 20K in column E gets doubled to 40K in column I.  

[anon36]

I have also noticed an apparent bug which double counts the Roth conversion amount.

Column E is the Gross Distribution (which includes the RMD and Roth conversion amounts).

Column I is the Alabama Taxable amount, but TurboTax seems to be adding the Roth amount to the Gross Distribution amount.

This double counts the Roth conversion amount as taxable to Alabama.

How to correct?

[ALRoth]

Thanks for responding, we are seeing the exact same problem.  I haven't found a way to report directly to TurboTax.  

[ALRoth]

From another thread, this is the solution

"Yes, when you enter the data on the federal form (1099-R) for a traditional to Roth conversion, it will compute the federal taxes correctly, however, the taxable amount you convert AND the amount you roll-over to a Roth are both imported into the State (Alabama) tax form as reported income, thereby doubling the amount.  You need to go to your State Tax section and under menu selection of Income, then Retirement Distributions, it will take you to a screen that says that “Some or All of Your Distribution is Taxable”.  Both blocks may be filled in due to you answering the 1099-R questions on your federal return.  However, it is a one “OR" the other option, and you need to manually decide which one is more appropriate for your situation.  By deleting the value in one of these blocks, your State Income should now be correct. "

[tigerpawrx]

Thanks, that fixed the problem.

[Sonaura1]

We realized that our taxable income was doubled for our roth conversion.  The 2024 software doesn't allow you to eliminate one of the amounts.  I divided the total amount and that seemed to fix it.  I need to ammend 2023 because we realized that we paid tax on twice the amount of the conversion.

[CatinaT1]

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

• You must first wait until the initial return is completely processed.
• You will have to use the same TurboTax account that you used for the original tax return.
• Once you begin your amendment, you'll see your original return.
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
• Only make changes to the areas of your return that need to be corrected.
• You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download 

[sjwilling]

I was able to enter a "0" in the top box and that fixed it.